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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 | $58,071 | $60,139-3.4% | $90,461-35.8% | $79,856-27.3% |
| Participation rate | 24.4% | 65.0%-40.6pp | 72.7%-48.3pp | 69.6%-45.2pp |
| Annual return | 9.04% | 71.96%-62.9pp | 1294.76%-1285.7pp | 31.71%-22.7pp |
| Employer contribution / active EE | $706 | $2,069-65.9% | $3,264-78.4% | $2,471-71.4% |
| Participant deferral / active EE | $1,252 | $2,939-57.4% | $3,964-68.4% | $3,741-66.5% |
| Admin fee / account holder | $10,762 | $3,978+170.5% | $5,617+91.6% | $5,306+102.8% |