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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 | $188,390 | $72,446+160.0% | $67,561+178.8% | $145,877+29.1% |
| Participation rate | 42.9% | 76.9%-34.0pp | 72.9%-30.0pp | 80.3%-37.4pp |
| Annual return | 8.12% | 7211.98%-7203.9pp | 3525.44%-3517.3pp | 551.28%-543.2pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,702 | $4,785+123.7% | $4,003+167.4% | $6,691+60.0% |
| Admin fee / account holder | $4,265 | $5,541-23.0% | $4,006+6.5% | $13,402-68.2% |