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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 | $71,137 | $46,722+52.3% | $130,660-45.6% | $65,185+9.1% |
| Participation rate | 65.7% | 60.9%+4.7pp | 71.7%-6.1pp | 70.2%-4.5pp |
| Annual return | 17.29% | 24.17%-6.9pp | 1709.29%-1692.0pp | 29.38%-12.1pp |
| Employer contribution / active EE | $0 | $1,488-100.0% | $4,092-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,115 | $2,545+101.0% | $3,603+42.0% | $3,514+45.6% |
| Admin fee / account holder | $11,224 | $453+2378.6% | $5,463+105.5% | $847+1224.9% |