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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 | $61,857 | $53,063+16.6% | $124,206-50.2% | $82,637-25.1% |
| Participation rate | 24.2% | 58.4%-34.2pp | 69.6%-45.4pp | 68.1%-43.9pp |
| Annual return | 8.98% | 68.87%-59.9pp | 515.27%-506.3pp | 53.51%-44.5pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,339 | $2,644-49.4% | $3,968-66.2% | $4,126-67.5% |
| Admin fee / account holder | $4,716 | $4,281+10.2% | $5,929-20.4% | $7,339-35.7% |