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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 | $56,645 | $55,437+2.2% | $155,534-63.6% | $74,459-23.9% |
| Participation rate | 13.2% | 61.9%-48.7pp | 78.2%-65.0pp | 67.2%-54.0pp |
| Annual return | 9.82% | 269.58%-259.8pp | 64.92%-55.1pp | 1369.70%-1359.9pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $929 | $2,837-67.3% | $5,630-83.5% | $4,350-78.6% |
| Admin fee / account holder | $6,929 | $1,742+297.7% | $15,900-56.4% | $1,945+256.3% |