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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 | $56,432 | $57,305-1.5% | $86,640-34.9% | $75,173-24.9% |
| Participation rate | 63.1% | 63.2%-0.1pp | 71.7%-8.6pp | 67.2%-4.1pp |
| Annual return | 12.82% | 2674.24%-2661.4pp | 592.52%-579.7pp | 160.72%-147.9pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,898 | $3,320+137.9% | $4,438+78.0% | $4,126+91.4% |
| Admin fee / account holder | $7,789 | $4,116+89.2% | $5,616+38.7% | $5,651+37.9% |