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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,693 | $60,119-15.7% | $90,430-43.9% | $79,858-36.5% |
| Participation rate | 62.2% | 65.0%-2.8pp | 72.7%-10.5pp | 69.6%-7.4pp |
| Annual return | 4.81% | 71.94%-67.1pp | 1293.73%-1288.9pp | 31.72%-26.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,977 | $2,938+137.5% | $3,963+76.1% | $3,740+86.5% |
| Admin fee / account holder | $1,404 | $3,976-64.7% | $5,613-75.0% | $5,306-73.5% |