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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 | $74,334 | $76,368-2.7% | $67,681+9.8% | $154,746-52.0% |
| Participation rate | 20.0% | 79.0%-59.0pp | 73.7%-53.7pp | 80.7%-60.7pp |
| Annual return | 8.18% | 1066.77%-1058.6pp | 590.58%-582.4pp | 172.34%-164.2pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,720 | $4,824-64.3% | $3,976-56.7% | $6,730-74.4% |
| Admin fee / account holder | $3,788 | $8,559-55.8% | $6,100-37.9% | $14,365-73.6% |