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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 | $27,117 | $51,642-47.5% | $129,384-79.0% | $80,935-66.5% |
| Participation rate | 61.5% | 56.9%+4.6pp | 69.6%-8.1pp | 67.7%-6.1pp |
| Annual return | 10.66% | 20.78%-10.1pp | 9461.77%-9451.1pp | 35.66%-25.0pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,743 | $2,670+40.2% | $4,166-10.1% | $4,299-12.9% |
| Admin fee / account holder | $978 | $4,312-77.3% | $7,686-87.3% | $6,924-85.9% |