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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 | $105,364 | $80,812+30.4% | $160,784-34.5% | $82,448+27.8% |
| Participation rate | 57.1% | 66.2%-9.1pp | 77.0%-19.8pp | 68.1%-10.9pp |
| Annual return | 12.56% | 100.59%-88.0pp | 1803.92%-1791.4pp | 41.64%-29.1pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,622 | $4,335-16.5% | $6,293-42.4% | $4,139-12.5% |
| Admin fee / account holder | $2,977 | $7,695-61.3% | $9,717-69.4% | $7,234-58.9% |