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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 | $95,171 | $88,203+7.9% | $165,100-42.4% | $74,478+27.8% |
| Participation rate | 34.4% | 73.1%-38.7pp | 78.6%-44.2pp | 67.2%-32.8pp |
| Annual return | 11.39% | 17.13%-5.7pp | 70.21%-58.8pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $0 | $2,601-100.0% | $4,348-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,986 | $4,505-11.5% | $6,035-34.0% | $4,350-8.4% |
| Admin fee / account holder | $9,274 | $2,235+314.9% | $12,696-27.0% | $1,946+376.6% |