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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 | $83,287 | $68,398+21.8% | $94,664-12.0% | $75,173+10.8% |
| Participation rate | 65.4% | 76.1%-10.7pp | 80.8%-15.4pp | 67.2%-1.8pp |
| Annual return | 14.23% | 616.72%-602.5pp | 156.84%-142.6pp | 160.72%-146.5pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,886 | $6,537-40.6% | $7,417-47.6% | $4,126-5.8% |
| Admin fee / account holder | $17,017 | $5,324+219.6% | $7,222+135.6% | $5,651+201.2% |