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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 | $51,604+92.3% | $129,295-23.3% | $80,874+22.7% |
| Participation rate | 41.5% | 57.0%-15.5pp | 69.6%-28.2pp | 67.6%-26.2pp |
| Annual return | 10.20% | 20.76%-10.6pp | 9429.28%-9419.1pp | 35.62%-25.4pp |
| Employer contribution / active EE | $0 | $1,585-100.0% | $4,157-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,485 | $2,670-6.9% | $4,169-40.4% | $4,297-42.2% |
| Admin fee / account holder | $5,961 | $4,310+38.3% | $7,665-22.2% | $6,935-14.0% |