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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 | $64,230 | $99,009-35.1% | $86,581-25.8% | $147,585-56.5% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 8.59% | 1312.70%-1304.1pp | 965.06%-956.5pp | 578.58%-570.0pp |
| Employer contribution / active EE | $2,563 | $3,132-18.2% | $2,840-9.8% | $4,876-47.4% |
| Participant deferral / active EE | $2,563 | $3,972-35.5% | $3,609-29.0% | $5,439-52.9% |
| Admin fee / account holder | $60,936 | $5,709+967.4% | $4,904+1142.5% | $10,886+459.8% |