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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 | $73,463 | $70,684+3.9% | $169,390-56.6% | $75,173-2.3% |
| Participation rate | 51.3% | 64.8%-13.5pp | 77.2%-25.9pp | 67.2%-15.9pp |
| Annual return | 12.21% | 36.38%-24.2pp | 406.07%-393.9pp | 160.72%-148.5pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,896 | $4,310+13.6% | $6,222-21.3% | $4,126+18.6% |
| Admin fee / account holder | $41,500 | $5,404+667.9% | $9,015+360.4% | $5,651+634.4% |