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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 | $142,415 | $105,284+35.3% | $150,734-5.5% | $94,015+51.5% |
| Participation rate | 60.0% | 71.7%-11.7pp | 78.4%-18.4pp | 70.8%-10.8pp |
| Annual return | 10.32% | 15.67%-5.3pp | 600.81%-590.5pp | 17.84%-7.5pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,268 | $4,274-46.9% | $5,610-59.6% | $4,249-46.6% |
| Admin fee / account holder | $1,778 | $9,839-81.9% | $14,905-88.1% | $8,951-80.1% |