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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 | $99,228 | $51,638+92.2% | $129,406-23.3% | $80,959+22.6% |
| Participation rate | 41.5% | 56.9%-15.5pp | 69.6%-28.2pp | 67.7%-26.2pp |
| Annual return | 10.20% | 20.78%-10.6pp | 9468.18%-9458.0pp | 35.67%-25.5pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,485 | $2,670-6.9% | $4,167-40.4% | $4,300-42.2% |
| Admin fee / account holder | $5,961 | $4,313+38.2% | $7,689-22.5% | $6,925-13.9% |