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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 | $139,327 | $70,366+98.0% | $66,674+109.0% | $138,895+0.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 13.15% | 386.41%-373.3pp | 321.24%-308.1pp | 145.39%-132.2pp |
| Employer contribution / active EE | $4,220 | $2,765+52.6% | $2,620+61.1% | $4,194+0.6% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,163 | $5,262-77.9% | $5,098-77.2% | $12,562-90.7% |