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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 | $64,069 | $80,812-20.7% | $160,784-60.2% | $82,448-22.3% |
| Participation rate | 50.0% | 66.2%-16.2pp | 77.0%-27.0pp | 68.1%-18.1pp |
| Annual return | 9.68% | 100.59%-90.9pp | 1803.92%-1794.2pp | 41.64%-32.0pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,524 | $4,335-41.8% | $6,293-59.9% | $4,139-39.0% |
| Admin fee / account holder | $13,675 | $7,695+77.7% | $9,717+40.7% | $7,234+89.0% |