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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 | $81,391 | $85,171-4.4% | $172,752-52.9% | $72,975+11.5% |
| Participation rate | 56.1% | 70.1%-14.0pp | 82.6%-26.5pp | 69.5%-13.4pp |
| Annual return | 15.33% | 27.32%-12.0pp | 802.97%-787.6pp | 81.01%-65.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,488 | $3,260+7.0% | $5,198-32.9% | $3,608-3.3% |
| Admin fee / account holder | $9,267 | $5,880+57.6% | $13,955-33.6% | $5,124+80.9% |