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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 | $79,045+6.9% | $100,378-15.8% | $74,429+13.6% |
| Participation rate | 61.5% | 79.4%-18.0pp | 81.5%-20.0pp | 67.2%-5.7pp |
| Annual return | 12.46% | 20.61%-8.2pp | 49.41%-36.9pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,942-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $4,342 | $7,751-44.0% | $8,087-46.3% | $4,348-0.1% |
| Admin fee / account holder | $4,816 | $1,335+260.8% | $7,899-39.0% | $1,944+147.7% |