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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 | $60,951 | $59,456+2.5% | $93,669-34.9% | $74,429-18.1% |
| Participation rate | 39.4% | 59.6%-20.3pp | 68.7%-29.3pp | 67.2%-27.8pp |
| Annual return | 10.53% | 82.00%-71.5pp | 133.59%-123.1pp | 1368.38%-1357.9pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,424-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,782 | $3,052-8.8% | $4,416-37.0% | $4,348-36.0% |
| Admin fee / account holder | $3,108 | $3,026+2.7% | $8,291-62.5% | $1,944+59.9% |