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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 | $84,534 | $85,171-0.7% | $172,752-51.1% | $72,975+15.8% |
| Participation rate | 56.9% | 70.1%-13.1pp | 82.6%-25.7pp | 69.5%-12.6pp |
| Annual return | 14.95% | 27.32%-12.4pp | 802.97%-788.0pp | 81.01%-66.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,436 | $3,260-25.3% | $5,198-53.1% | $3,608-32.5% |
| Admin fee / account holder | $15,112 | $5,880+157.0% | $13,955+8.3% | $5,124+194.9% |