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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 | $85,128 | $85,766-0.7% | $136,298-37.5% | $70,126+21.4% |
| Participation rate | 53.4% | 74.2%-20.7pp | 81.9%-28.5pp | 69.5%-16.1pp |
| Annual return | 12.46% | 31.46%-19.0pp | 5156.27%-5143.8pp | 73.15%-60.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,779 | $5,051-25.2% | $6,247-39.5% | $3,332+13.4% |
| Admin fee / account holder | $3,788 | $5,421-30.1% | $9,244-59.0% | $4,645-18.5% |