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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 | $82,251 | $49,199+67.2% | $121,210-32.1% | $75,177+9.4% |
| Participation rate | 32.4% | 55.4%-23.0pp | 69.5%-37.1pp | 67.2%-34.8pp |
| Annual return | 10.52% | 56.04%-45.5pp | 987.41%-976.9pp | 160.75%-150.2pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,369 | $2,630-48.0% | $4,084-66.5% | $4,126-66.8% |
| Admin fee / account holder | $4,517 | $3,946+14.5% | $5,647-20.0% | $5,651-20.1% |