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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 | $153,629 | $63,346+142.5% | $92,240+66.6% | $70,126+119.1% |
| Participation rate | 47.9% | 68.7%-20.8pp | 76.5%-28.6pp | 69.5%-21.6pp |
| Annual return | 0.70% | 530.19%-529.5pp | 176.29%-175.6pp | 73.15%-72.4pp |
| Employer contribution / active EE | $6,771 | $2,471+174.0% | $3,680+84.0% | $2,343+189.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $25,725 | $3,841+569.8% | $5,194+395.3% | $4,645+453.8% |