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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 | $174,101 | $69,248+151.4% | $64,101+171.6% | $139,466+24.8% |
| Participation rate | 42.9% | 75.6%-32.7pp | 72.3%-29.5pp | 80.3%-37.5pp |
| Annual return | 8.30% | 45.95%-37.7pp | 33.72%-25.4pp | 373.66%-365.4pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $11,180 | $4,682+138.8% | $3,881+188.1% | $6,712+66.6% |
| Admin fee / account holder | $5,100 | $4,247+20.1% | $3,070+66.1% | $11,409-55.3% |