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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 | $55,446+5.8% | $155,574-62.3% | $74,429-21.2% |
| Participation rate | 46.9% | 61.9%-15.0pp | 78.2%-31.3pp | 67.2%-20.3pp |
| Annual return | 8.56% | 269.20%-260.6pp | 64.87%-56.3pp | 1368.38%-1359.8pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,800 | $2,836-36.5% | $5,629-68.0% | $4,348-58.6% |
| Admin fee / account holder | $3,908 | $1,743+124.2% | $15,914-75.4% | $1,944+101.0% |