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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 | $78,923 | $59,006+33.8% | $97,161-18.8% | $74,400+6.1% |
| Participation rate | 42.6% | 63.7%-21.1pp | 72.7%-30.0pp | 67.2%-24.6pp |
| Annual return | 9.85% | 16.04%-6.2pp | 75.36%-65.5pp | 1367.51%-1357.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,723-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,054 | $3,671+10.4% | $4,265-4.9% | $4,348-6.8% |
| Admin fee / account holder | $13,460 | $1,974+581.9% | $5,647+138.4% | $1,944+592.6% |