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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 | $84,530 | $79,169+6.8% | $100,415-15.8% | $74,478+13.5% |
| Participation rate | 61.5% | 79.4%-17.9pp | 81.5%-20.0pp | 67.2%-5.8pp |
| Annual return | 12.46% | 20.51%-8.1pp | 49.47%-37.0pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $0 | $3,017-100.0% | $3,943-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,342 | $7,751-44.0% | $8,091-46.3% | $4,350-0.2% |
| Admin fee / account holder | $4,816 | $1,337+260.1% | $7,906-39.1% | $1,946+147.5% |