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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 | $59,022 | $60,119-1.8% | $90,430-34.7% | $79,858-26.1% |
| Participation rate | 61.5% | 65.0%-3.4pp | 72.7%-11.1pp | 69.6%-8.1pp |
| Annual return | 5.63% | 71.94%-66.3pp | 1293.73%-1288.1pp | 31.72%-26.1pp |
| Employer contribution / active EE | $1,812 | $2,068-12.4% | $3,262-44.5% | $2,471-26.7% |
| Participant deferral / active EE | $2,471 | $2,938-15.9% | $3,963-37.6% | $3,740-33.9% |
| Admin fee / account holder | $14,585 | $3,976+266.8% | $5,613+159.8% | $5,306+174.9% |