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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 | $61,129 | $65,555-6.8% | $86,216-29.1% | $75,173-18.7% |
| Participation rate | 39.0% | 60.5%-21.5pp | 69.0%-29.9pp | 67.2%-28.2pp |
| Annual return | 12.66% | 46.07%-33.4pp | 1169.42%-1156.8pp | 160.72%-148.1pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,520 | $3,023-49.7% | $3,986-61.9% | $4,126-63.2% |
| Admin fee / account holder | $2,277 | $5,469-58.4% | $6,853-66.8% | $5,651-59.7% |