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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 | $84,501 | $74,661+13.2% | $160,784-47.4% | $67,986+24.3% |
| Participation rate | 27.5% | 57.1%-29.7pp | 77.0%-49.5pp | 57.2%-29.7pp |
| Annual return | 10.64% | 28.83%-18.2pp | 1803.92%-1793.3pp | 31.67%-21.0pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $3,733-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,478 | $3,681-59.8% | $6,293-76.5% | $3,358-56.0% |
| Admin fee / account holder | $6,726 | $3,959+69.9% | $9,717-30.8% | $3,203+110.0% |