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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 | $66,545 | $64,324+3.5% | $118,914-44.0% | $79,856-16.7% |
| Participation rate | 34.5% | 64.9%-30.4pp | 75.4%-40.9pp | 69.6%-35.2pp |
| Annual return | 9.45% | 86.45%-77.0pp | 35.89%-26.4pp | 31.71%-22.3pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,908 | $2,824-32.4% | $4,266-55.3% | $3,741-49.0% |
| Admin fee / account holder | $20,318 | $4,040+402.9% | $6,582+208.7% | $5,306+282.9% |