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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 | $78,099 | $58,275+34.0% | $81,844-4.6% | $80,935-3.5% |
| Participation rate | 44.4% | 63.5%-19.0pp | 72.4%-27.9pp | 67.7%-23.2pp |
| Annual return | 9.40% | 41.82%-32.4pp | 778.87%-769.5pp | 35.66%-26.3pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,039 | $3,285+53.4% | $4,323+16.5% | $4,299+17.2% |
| Admin fee / account holder | $1,077 | $4,749-77.3% | $7,355-85.4% | $6,924-84.4% |