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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 | $92,567 | $100,060-7.5% | $149,721-38.2% | $70,126+32.0% |
| Participation rate | 57.1% | 83.6%-26.4pp | 87.1%-29.9pp | 69.5%-12.4pp |
| Annual return | 11.34% | 27.46%-16.1pp | 1501.67%-1490.3pp | 73.15%-61.8pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,660 | $4,982-26.5% | $6,568-44.3% | $3,332+9.8% |
| Admin fee / account holder | $14,125 | $8,285+70.5% | $11,282+25.2% | $4,645+204.1% |