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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 | $73,445 | $61,787+18.9% | $97,197-24.4% | $80,925-9.2% |
| Participation rate | 17.5% | 63.5%-46.0pp | 72.7%-55.2pp | 67.7%-50.2pp |
| Annual return | 9.64% | -558.16%+567.8pp | 75.47%-65.8pp | 35.65%-26.0pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,870 | $3,027-38.2% | $4,263-56.1% | $4,299-56.5% |
| Admin fee / account holder | $1,769 | $5,170-65.8% | $5,637-68.6% | $6,940-74.5% |