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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 | $29,667 | $58,241-49.1% | $81,780-63.7% | $80,911-63.3% |
| Participation rate | 66.7% | 63.4%+3.2pp | 72.4%-5.7pp | 67.6%-1.0pp |
| Annual return | 9.04% | 41.73%-32.7pp | 776.27%-767.2pp | 35.63%-26.6pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,505 | $3,283+6.8% | $4,321-18.9% | $4,297-18.4% |
| Admin fee / account holder | $54,148 | $4,973+988.8% | $7,384+633.3% | $6,935+680.8% |