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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 | $130,885 | $110,093+18.9% | $97,295+34.5% | $145,897-10.3% |
| Participation rate | 47.1% | 75.9%-28.9pp | 72.7%-25.6pp | 80.3%-33.2pp |
| Annual return | 4.92% | 244.76%-239.8pp | 75.62%-70.7pp | 552.29%-547.4pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,798 | $4,678+2.6% | $4,264+12.5% | $6,689-28.3% |
| Admin fee / account holder | $55,715 | $6,212+796.8% | $5,646+886.7% | $13,390+316.1% |