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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 | $240,578 | $102,978+133.6% | $90,287+166.5% | $152,870+57.4% |
| Participation rate | 16.7% | 75.9%-59.2pp | 73.3%-56.6pp | 82.4%-65.8pp |
| Annual return | 3.42% | 95.17%-91.7pp | 78.10%-74.7pp | 345.34%-341.9pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,417 | $4,281-43.5% | $3,885-37.8% | $5,850-58.7% |
| Admin fee / account holder | $3,416 | $6,171-44.6% | $5,351-36.2% | $11,597-70.5% |