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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 | $97,699 | $105,284-7.2% | $150,734-35.2% | $94,015+3.9% |
| Participation rate | 57.1% | 71.7%-14.6pp | 78.4%-21.3pp | 70.8%-13.7pp |
| Annual return | 9.45% | 15.67%-6.2pp | 600.81%-591.4pp | 17.84%-8.4pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,256 | $4,274-23.8% | $5,610-42.0% | $4,249-23.4% |
| Admin fee / account holder | $51,833 | $9,839+426.8% | $14,905+247.7% | $8,951+479.1% |