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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 | $81,406 | $65,555+24.2% | $86,216-5.6% | $75,173+8.3% |
| Participation rate | 33.8% | 60.5%-26.6pp | 69.0%-35.1pp | 67.2%-33.4pp |
| Annual return | 11.78% | 46.07%-34.3pp | 1169.42%-1157.6pp | 160.72%-148.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,620 | $3,023-13.3% | $3,986-34.3% | $4,126-36.5% |
| Admin fee / account holder | $3,217 | $5,469-41.2% | $6,853-53.1% | $5,651-43.1% |