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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 | $67,718 | $55,446+22.1% | $155,574-56.5% | $74,429-9.0% |
| Participation rate | 54.1% | 61.9%-7.8pp | 78.2%-24.1pp | 67.2%-13.1pp |
| Annual return | 9.72% | 269.20%-259.5pp | 64.87%-55.1pp | 1368.38%-1358.7pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,450 | $2,836-48.9% | $5,629-74.2% | $4,348-66.7% |
| Admin fee / account holder | $823 | $1,743-52.8% | $15,914-94.8% | $1,944-57.7% |