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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 | $82,759 | $23,330+254.7% | $64,489+28.3% | $82,448+0.4% |
| Participation rate | 34.0% | 68.3%-34.3pp | 67.7%-33.7pp | 68.1%-34.1pp |
| Annual return | 12.82% | 83.66%-70.8pp | 55.03%-42.2pp | 41.64%-28.8pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,683 | $1,707-1.4% | $2,778-39.4% | $4,139-59.3% |
| Admin fee / account holder | $51,941 | $2,946+1663.3% | $4,260+1119.3% | $7,234+618.0% |