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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 | $58,581 | $49,896+17.4% | $80,627-27.3% | $75,173-22.1% |
| Participation rate | 55.9% | 55.3%+0.6pp | 67.0%-11.1pp | 67.2%-11.3pp |
| Annual return | 13.78% | 34.67%-20.9pp | 936.76%-923.0pp | 160.72%-146.9pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,914 | $2,992+30.8% | $4,443-11.9% | $4,126-5.1% |
| Admin fee / account holder | $17,921 | $3,578+400.9% | $5,381+233.1% | $5,651+217.2% |