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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 | $58,977 | $72,071-18.2% | $68,368-13.7% | $137,256-57.0% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 12.11% | 353.14%-341.0pp | 292.57%-280.5pp | 220.34%-208.2pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,399 | $4,410-68.3% | $4,123-66.1% | $6,407-78.2% |
| Admin fee / account holder | $17,170 | $5,336+221.8% | $5,150+233.4% | $12,270+39.9% |