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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 | $90,633 | $51,638+75.5% | $129,406-30.0% | $80,959+11.9% |
| Participation rate | 27.5% | 56.9%-29.4pp | 69.6%-42.1pp | 67.7%-40.1pp |
| Annual return | 9.13% | 20.78%-11.6pp | 9468.18%-9459.0pp | 35.67%-26.5pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $997 | $2,670-62.7% | $4,167-76.1% | $4,300-76.8% |
| Admin fee / account holder | $18,959 | $4,313+339.6% | $7,689+146.6% | $6,925+173.8% |