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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 | $55,446+27.7% | $155,574-54.5% | $74,429-4.9% |
| Participation rate | 48.5% | 61.9%-13.4pp | 78.2%-29.8pp | 67.2%-18.8pp |
| Annual return | 7.95% | 269.20%-261.3pp | 64.87%-56.9pp | 1368.38%-1360.4pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $3,056 | $2,836+7.8% | $5,629-45.7% | $4,348-29.7% |
| Admin fee / account holder | $5,314 | $1,743+204.9% | $15,914-66.6% | $1,944+173.3% |