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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 | $165,113 | $102,382+61.3% | $147,005+12.3% | $80,874+104.2% |
| Participation rate | 61.4% | 75.8%-14.4pp | 82.2%-20.8pp | 67.6%-6.2pp |
| Annual return | 7.41% | 134.89%-127.5pp | 418.76%-411.4pp | 35.62%-28.2pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,546 | $6,646-31.6% | $8,070-43.7% | $4,297+5.8% |
| Admin fee / account holder | $43,097 | $7,942+442.6% | $13,006+231.4% | $6,935+521.4% |