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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 | $166,406 | $60,128+176.8% | $90,440+84.0% | $79,852+108.4% |
| Participation rate | 32.3% | 65.0%-32.7pp | 72.7%-40.4pp | 69.6%-37.4pp |
| Annual return | 10.34% | 71.95%-61.6pp | 1294.38%-1284.0pp | 31.72%-21.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,190 | $2,939-59.5% | $3,964-70.0% | $3,740-68.2% |
| Admin fee / account holder | $21,470 | $3,977+439.8% | $5,615+282.4% | $5,306+304.6% |