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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 | $72,185 | $28,624+152.2% | $53,647+34.6% | $82,637-12.6% |
| Participation rate | 45.7% | 47.3%-1.6pp | 56.3%-10.6pp | 68.1%-22.3pp |
| Annual return | 12.43% | 664.98%-652.6pp | 358.33%-345.9pp | 53.51%-41.1pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,873 | $1,196+140.2% | $1,813+58.5% | $4,126-30.4% |
| Admin fee / account holder | $7,649 | $2,022+278.4% | $2,460+211.0% | $7,339+4.2% |