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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 | $107,624 | $105,200+2.3% | $159,474-32.5% | $85,847+25.4% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.8%-16.2pp | 69.3%-2.7pp |
| Annual return | 11.02% | 45.08%-34.1pp | 263.68%-252.7pp | 318.61%-307.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,179 | $5,946+37.6% | $7,353+11.2% | $3,952+106.9% |
| Admin fee / account holder | $1,114 | $6,934-83.9% | $10,802-89.7% | $6,261-82.2% |