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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 | $61,557 | $52,353+17.6% | $120,225-48.8% | $82,448-25.3% |
| Participation rate | 37.5% | 58.3%-20.8pp | 69.6%-32.1pp | 68.1%-30.6pp |
| Annual return | 12.67% | 61.85%-49.2pp | 439.23%-426.6pp | 41.64%-29.0pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $701 | $2,627-73.3% | $3,999-82.5% | $4,139-83.1% |
| Admin fee / account holder | $4,656 | $4,363+6.7% | $5,696-18.3% | $7,234-35.6% |