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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 | $58,669 | $55,472+5.8% | $155,567-62.3% | $74,546-21.3% |
| Participation rate | 46.9% | 61.9%-15.0pp | 78.2%-31.3pp | 67.2%-20.3pp |
| Annual return | 8.56% | 268.72%-260.2pp | 64.74%-56.2pp | 1366.03%-1357.5pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,800 | $2,838-36.6% | $5,628-68.0% | $4,347-58.6% |
| Admin fee / account holder | $3,908 | $1,743+124.3% | $15,916-75.4% | $1,944+101.1% |