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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 | $81,316 | $73,397+10.8% | $178,014-54.3% | $74,546+9.1% |
| Participation rate | 30.3% | 66.6%-36.3pp | 77.1%-46.8pp | 67.2%-36.9pp |
| Annual return | 11.36% | 17.49%-6.1pp | 294.80%-283.4pp | 1366.03%-1354.7pp |
| Employer contribution / active EE | $0 | $2,217-100.0% | $3,950-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,896 | $4,512-35.8% | $6,276-53.9% | $4,347-33.4% |
| Admin fee / account holder | $3,077 | $1,809+70.1% | $10,362-70.3% | $1,944+58.3% |