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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 | $190,885 | $105,284+81.3% | $150,734+26.6% | $94,015+103.0% |
| Participation rate | 53.8% | 71.7%-17.9pp | 78.4%-24.6pp | 70.8%-17.0pp |
| Annual return | 9.74% | 15.67%-5.9pp | 600.81%-591.1pp | 17.84%-8.1pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,515 | $4,274-17.8% | $5,610-37.3% | $4,249-17.3% |
| Admin fee / account holder | $22,937 | $9,839+133.1% | $14,905+53.9% | $8,951+156.2% |