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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 | $96,956 | $69,274+40.0% | $64,097+51.3% | $139,487-30.5% |
| Participation rate | 65.0% | 75.6%-10.6pp | 72.3%-7.3pp | 80.3%-15.3pp |
| Annual return | 8.44% | 46.00%-37.6pp | 33.75%-25.3pp | 373.84%-365.4pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,750-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,036 | $4,685-35.2% | $3,881-21.8% | $6,713-54.8% |
| Admin fee / account holder | $1,813 | $4,247-57.3% | $3,070-40.9% | $11,407-84.1% |