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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 | $85,653 | $102,422-16.4% | $147,117-41.8% | $80,959+5.8% |
| Participation rate | 60.9% | 75.9%-15.0pp | 82.2%-21.3pp | 67.7%-6.7pp |
| Annual return | 11.42% | 135.16%-123.7pp | 420.54%-409.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,829 | $6,652-42.4% | $8,065-52.5% | $4,300-11.0% |
| Admin fee / account holder | $14,249 | $7,953+79.2% | $12,993+9.7% | $6,925+105.8% |