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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 | $77,513 | $80,812-4.1% | $160,784-51.8% | $82,448-6.0% |
| Participation rate | 56.3% | 66.2%-10.0pp | 77.0%-20.7pp | 68.1%-11.8pp |
| Annual return | 12.68% | 100.59%-87.9pp | 1803.92%-1791.2pp | 41.64%-29.0pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,324 | $4,335+22.8% | $6,293-15.4% | $4,139+28.6% |
| Admin fee / account holder | $9,072 | $7,695+17.9% | $9,717-6.6% | $7,234+25.4% |