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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 | $75,108 | $57,312+31.1% | $86,617-13.3% | $75,181-0.1% |
| Participation rate | 28.9% | 63.2%-34.3pp | 71.7%-42.8pp | 67.2%-38.3pp |
| Annual return | 12.27% | 2672.78%-2660.5pp | 591.91%-579.6pp | 160.69%-148.4pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,035 | $3,319-38.7% | $4,437-54.1% | $4,126-50.7% |
| Admin fee / account holder | $1,801 | $4,114-56.2% | $5,613-67.9% | $5,650-68.1% |