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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 | $84,422 | $51,638+63.5% | $68,368+23.5% | $82,448+2.4% |
| Participation rate | 62.5% | 63.6%-1.1pp | 73.8%-11.3pp | 68.1%-5.6pp |
| Annual return | 9.79% | 37.53%-27.7pp | 292.57%-282.8pp | 41.64%-31.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,853 | $2,914+66.6% | $4,123+17.7% | $4,139+17.2% |
| Admin fee / account holder | $31,461 | $4,643+577.5% | $5,150+510.9% | $7,234+334.9% |