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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 | $185,049 | $47,479+289.7% | $62,929+194.1% | $82,448+124.4% |
| Participation rate | 47.9% | 66.9%-19.0pp | 73.1%-25.2pp | 68.1%-20.2pp |
| Annual return | 8.96% | 20.34%-11.4pp | 1063.93%-1055.0pp | 41.64%-32.7pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,734 | $2,870+99.7% | $3,888+47.5% | $4,139+38.5% |
| Admin fee / account holder | $8,873 | $3,804+133.3% | $5,065+75.2% | $7,234+22.7% |