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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 | $88,117+8.0% | $164,928-42.3% | $74,400+27.9% |
| Participation rate | 34.4% | 73.1%-38.7pp | 78.6%-44.2pp | 67.2%-32.8pp |
| Annual return | 11.39% | 17.27%-5.9pp | 70.08%-58.7pp | 1367.51%-1356.1pp |
| Employer contribution / active EE | $0 | $2,596-100.0% | $4,343-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,986 | $4,501-11.5% | $6,034-33.9% | $4,348-8.3% |
| Admin fee / account holder | $9,274 | $2,230+315.9% | $12,684-26.9% | $1,944+377.1% |