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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 | $105,278 | $102,393+2.8% | $147,041-28.4% | $80,911+30.1% |
| Participation rate | 62.9% | 75.9%-13.0pp | 82.2%-19.3pp | 67.6%-4.8pp |
| Annual return | 11.17% | 134.95%-123.8pp | 419.21%-408.0pp | 35.63%-24.5pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,896 | $6,647-11.3% | $8,071-26.9% | $4,297+37.2% |
| Admin fee / account holder | $1,276 | $7,943-83.9% | $13,006-90.2% | $6,935-81.6% |