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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 | $103,038+133.5% | $90,324+166.3% | $152,909+57.3% |
| Participation rate | 16.7% | 75.9%-59.2pp | 73.3%-56.6pp | 82.5%-65.8pp |
| Annual return | 3.42% | 95.25%-91.8pp | 78.15%-74.7pp | 345.46%-342.0pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,417 | $4,282-43.6% | $3,885-37.8% | $5,851-58.7% |
| Admin fee / account holder | $3,416 | $6,177-44.7% | $5,356-36.2% | $11,601-70.6% |