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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 | $67,038 | $29,319+128.6% | $52,425+27.9% | $82,448-18.7% |
| Participation rate | 64.7% | 46.9%+17.9pp | 55.6%+9.1pp | 68.1%-3.4pp |
| Annual return | 11.98% | 535.20%-523.2pp | 302.12%-290.1pp | 41.64%-29.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,766 | $1,171+136.2% | $1,790+54.5% | $4,139-33.2% |
| Admin fee / account holder | $6,488 | $1,962+230.7% | $2,495+160.1% | $7,234-10.3% |