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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 | $92,437 | $85,766+7.8% | $136,298-32.2% | $70,126+31.8% |
| Participation rate | 58.0% | 74.2%-16.2pp | 81.9%-23.9pp | 69.5%-11.5pp |
| Annual return | 12.70% | 31.46%-18.8pp | 5156.27%-5143.6pp | 73.15%-60.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,181 | $5,051-37.0% | $6,247-49.1% | $3,332-4.5% |
| Admin fee / account holder | $10,267 | $5,421+89.4% | $9,244+11.1% | $4,645+121.0% |