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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 | $171,650 | $84,708+102.6% | $75,714+126.7% | $167,536+2.5% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.8%-24.8pp | 82.1%-32.1pp |
| Annual return | 7.85% | 199.62%-191.8pp | 104.62%-96.8pp | 478.82%-471.0pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,744-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,058 | $4,577+10.5% | $3,820+32.4% | $6,342-20.2% |
| Admin fee / account holder | $4,789 | $5,358-10.6% | $3,619+32.3% | $12,315-61.1% |