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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 | $60,621 | $52,519+15.4% | $155,789-61.1% | $59,633+1.7% |
| Participation rate | 42.6% | 61.7%-19.1pp | 76.1%-33.5pp | 68.7%-26.0pp |
| Annual return | -4.22% | 53.51%-57.7pp | 71.54%-75.8pp | 2041.45%-2045.7pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,271 | $3,084+6.0% | $4,798-31.8% | $3,192+2.5% |
| Admin fee / account holder | $5,644 | $3,540+59.4% | $7,477-24.5% | $4,297+31.3% |