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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 | $91,479 | $85,766+6.7% | $136,297-32.9% | $70,124+30.5% |
| Participation rate | 44.4% | 74.2%-29.7pp | 81.9%-37.5pp | 69.5%-25.1pp |
| Annual return | 11.91% | 31.45%-19.5pp | 5156.19%-5144.3pp | 73.14%-61.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,894 | $5,051-42.7% | $6,247-53.7% | $3,332-13.1% |
| Admin fee / account holder | $23,433 | $5,420+332.3% | $9,244+153.5% | $4,645+404.4% |