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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 | $215,515 | $80,812+166.7% | $160,784+34.0% | $82,448+161.4% |
| Participation rate | 45.9% | 66.2%-20.3pp | 77.0%-31.1pp | 68.1%-22.2pp |
| Annual return | 11.19% | 100.59%-89.4pp | 1803.92%-1792.7pp | 41.64%-30.4pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,703 | $4,335-14.6% | $6,293-41.1% | $4,139-10.5% |
| Admin fee / account holder | $34,953 | $7,695+354.2% | $9,717+259.7% | $7,234+383.1% |