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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 | $69,288 | $45,343+52.8% | $150,298-53.9% | $67,986+1.9% |
| Participation rate | 60.7% | 51.9%+8.9pp | 77.8%-17.0pp | 57.2%+3.5pp |
| Annual return | 11.30% | 33.28%-22.0pp | 62.79%-51.5pp | 31.67%-20.4pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,244 | $2,055+57.9% | $5,453-40.5% | $3,358-3.4% |
| Admin fee / account holder | $8,321 | $2,250+269.8% | $14,116-41.1% | $3,203+159.8% |