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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 | $73,532+10.6% | $178,505-54.4% | $74,478+9.2% |
| Participation rate | 30.3% | 66.6%-36.3pp | 77.1%-46.9pp | 67.2%-37.0pp |
| Annual return | 11.36% | 17.49%-6.1pp | 27.16%-15.8pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $0 | $2,221-100.0% | $3,955-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,896 | $4,519-35.9% | $6,280-53.9% | $4,350-33.4% |
| Admin fee / account holder | $3,077 | $1,813+69.8% | $10,428-70.5% | $1,946+58.1% |