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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 | $70,348 | $65,395+7.6% | $182,558-61.5% | $72,976-3.6% |
| Participation rate | 66.7% | 65.4%+1.2pp | 78.0%-11.3pp | 69.5%-2.8pp |
| Annual return | 15.30% | 27.68%-12.4pp | 148.59%-133.3pp | 81.02%-65.7pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,053 | $3,563-14.3% | $5,526-44.7% | $3,608-15.4% |
| Admin fee / account holder | $16,812 | $4,245+296.1% | $8,594+95.6% | $5,124+228.1% |