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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 | $78,900 | $117,859-33.1% | $102,438-23.0% | $145,959-45.9% |
| Participation rate | 52.9% | 78.6%-25.7pp | 76.5%-23.6pp | 80.3%-27.3pp |
| Annual return | 7.29% | 31.72%-24.4pp | 29.37%-22.1pp | 561.95%-554.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,810 | $5,732-68.4% | $5,054-64.2% | $6,689-72.9% |
| Admin fee / account holder | $21,551 | $13,318+61.8% | $9,448+128.1% | $13,398+60.9% |