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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 | $86,818 | $48,432+79.3% | $121,204-28.4% | $71,511+21.4% |
| Participation rate | 33.9% | 54.3%-20.4pp | 69.5%-35.6pp | 67.9%-34.0pp |
| Annual return | 9.41% | 23.28%-13.9pp | 987.18%-977.8pp | 28.86%-19.4pp |
| Employer contribution / active EE | $0 | $1,493-100.0% | $4,170-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,395 | $2,756-49.4% | $4,083-65.8% | $4,291-67.5% |
| Admin fee / account holder | $1,553 | $1,845-15.8% | $5,651-72.5% | $1,588-2.2% |