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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 | $68,193 | $45,119+51.1% | $85,126-19.9% | $74,429-8.4% |
| Participation rate | 23.1% | 49.4%-26.3pp | 67.5%-44.4pp | 67.2%-44.1pp |
| Annual return | 10.69% | 26.28%-15.6pp | 66.63%-55.9pp | 1368.38%-1357.7pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,731-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,031 | $2,738-62.4% | $4,523-77.2% | $4,348-76.3% |
| Admin fee / account holder | $21,750 | $2,214+882.4% | $6,160+253.1% | $1,944+1018.7% |