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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 | $59,115 | $137,414-57.0% | $189,520-68.8% | $85,856-31.1% |
| Participation rate | 12.3% | 84.6%-72.3pp | 87.8%-75.5pp | 69.3%-57.0pp |
| Annual return | 11.43% | 38.14%-26.7pp | 555.25%-543.8pp | 318.58%-307.2pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,161-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,022 | $6,260-51.7% | $8,220-63.2% | $3,952-23.5% |
| Admin fee / account holder | $16,398 | $8,630+90.0% | $12,046+36.1% | $6,261+161.9% |