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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 | $140,147 | $101,063+38.7% | $81,473+72.0% | $147,586-5.0% |
| Participation rate | 27.3% | 74.5%-47.2pp | 68.0%-40.7pp | 82.8%-55.6pp |
| Annual return | 7.28% | 32.41%-25.1pp | 38.78%-31.5pp | 578.59%-571.3pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,694 | $4,242-12.9% | $3,537+4.5% | $5,439-32.1% |
| Admin fee / account holder | $42,500 | $5,812+631.2% | $4,561+831.8% | $10,886+290.4% |