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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 | $152,475 | $108,911+40.0% | $100,392+51.9% | $145,884+4.5% |
| Participation rate | 45.5% | 83.0%-37.5pp | 81.5%-36.1pp | 80.3%-34.8pp |
| Annual return | 8.17% | 58.23%-50.1pp | 49.45%-41.3pp | 551.85%-543.7pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,038 | $8,459-64.1% | $8,090-62.4% | $6,690-54.6% |
| Admin fee / account holder | $33,505 | $9,698+245.5% | $7,904+323.9% | $13,392+150.2% |