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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 | $60,823 | $60,139+1.1% | $90,461-32.8% | $79,856-23.8% |
| Participation rate | 60.4% | 65.0%-4.6pp | 72.7%-12.3pp | 69.6%-9.2pp |
| Annual return | 9.58% | 71.96%-62.4pp | 1294.76%-1285.2pp | 31.71%-22.1pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,171 | $2,939-60.2% | $3,964-70.5% | $3,741-68.7% |
| Admin fee / account holder | $8,908 | $3,978+123.9% | $5,617+58.6% | $5,306+67.9% |