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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 | $136,770 | $107,363+27.4% | $92,909+47.2% | $152,897-10.5% |
| Participation rate | 45.5% | 79.8%-34.3pp | 76.0%-30.6pp | 82.5%-37.0pp |
| Annual return | 5.64% | 145.63%-140.0pp | 109.44%-103.8pp | 345.43%-339.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,698 | $4,848-65.0% | $4,238-59.9% | $5,851-71.0% |
| Admin fee / account holder | $50,560 | $7,082+614.0% | $5,795+772.5% | $11,599+335.9% |