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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 | $109,462 | $103,392+5.9% | $87,104+25.7% | $152,897-28.4% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 5.65% | 28.10%-22.4pp | 28.19%-22.5pp | 345.43%-339.8pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,860 | $4,778-40.2% | $4,048-29.4% | $5,851-51.1% |
| Admin fee / account holder | $21,820 | $12,194+78.9% | $7,491+191.3% | $11,599+88.1% |