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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 | $78,250 | $98,240-20.3% | $82,312-4.9% | $147,586-47.0% |
| Participation rate | 43.8% | 79.7%-36.0pp | 76.9%-33.1pp | 82.8%-39.1pp |
| Annual return | 5.03% | 30.85%-25.8pp | 25.88%-20.8pp | 578.59%-573.6pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,175 | $4,383-50.4% | $3,706-41.3% | $5,439-60.0% |
| Admin fee / account holder | $15,086 | $8,563+76.2% | $5,608+169.0% | $10,886+38.6% |