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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 | $76,482 | $28,624+167.2% | $53,647+42.6% | $82,637-7.4% |
| Participation rate | 25.8% | 47.3%-21.5pp | 56.3%-30.5pp | 68.1%-42.2pp |
| Annual return | 13.93% | 664.98%-651.1pp | 358.33%-344.4pp | 53.51%-39.6pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,223 | $1,196+85.8% | $1,813+22.6% | $4,126-46.1% |
| Admin fee / account holder | $2,023 | $2,0220% | $2,460-17.8% | $7,339-72.4% |