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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 | $63,036 | $65,555-3.8% | $86,216-26.9% | $75,173-16.1% |
| Participation rate | 26.5% | 60.5%-34.0pp | 69.0%-42.5pp | 67.2%-40.7pp |
| Annual return | 12.29% | 46.07%-33.8pp | 1169.42%-1157.1pp | 160.72%-148.4pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,228 | $3,023-26.3% | $3,986-44.1% | $4,126-46.0% |
| Admin fee / account holder | $8,236 | $5,469+50.6% | $6,853+20.2% | $5,651+45.8% |