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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 | $113,588 | $68,398+66.1% | $94,664+20.0% | $75,173+51.1% |
| Participation rate | 64.3% | 76.1%-11.8pp | 80.8%-16.5pp | 67.2%-2.9pp |
| Annual return | 13.52% | 616.72%-603.2pp | 156.84%-143.3pp | 160.72%-147.2pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,866 | $6,537+35.6% | $7,417+19.5% | $4,126+114.9% |
| Admin fee / account holder | $27,391 | $5,324+414.5% | $7,222+279.3% | $5,651+384.8% |