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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 | $70,804 | $55,470+27.6% | $155,556-54.5% | $74,478-4.9% |
| Participation rate | 48.5% | 61.9%-13.4pp | 78.2%-29.8pp | 67.2%-18.8pp |
| Annual return | 7.95% | 269.80%-261.9pp | 64.84%-56.9pp | 1370.56%-1362.6pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,056 | $2,838+7.7% | $5,631-45.7% | $4,350-29.7% |
| Admin fee / account holder | $5,314 | $1,744+204.7% | $15,885-66.5% | $1,946+173.1% |