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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 | $158,598 | $48,327+228.2% | $67,575+134.7% | $80,935+96.0% |
| Participation rate | 44.4% | 66.4%-22.0pp | 72.9%-28.5pp | 67.7%-23.2pp |
| Annual return | 10.96% | 18.31%-7.3pp | 3528.98%-3518.0pp | 35.66%-24.7pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,163 | $2,927-26.1% | $4,003-46.0% | $4,299-49.7% |
| Admin fee / account holder | $1,081 | $3,692-70.7% | $3,993-72.9% | $6,924-84.4% |