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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 | $61,125+38.1% | $94,057-10.2% | $87,485-3.5% |
| Participation rate | 62.5% | 64.1%-1.6pp | 73.3%-10.8pp | 68.9%-6.4pp |
| Annual return | 9.79% | 35.20%-25.4pp | 480.62%-470.8pp | 26.06%-16.3pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,853 | $3,260+48.9% | $4,709+3.0% | $4,274+13.6% |
| Admin fee / account holder | $31,461 | $5,629+458.9% | $7,244+334.3% | $7,775+304.7% |