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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 | $223,381 | $101,063+121.0% | $81,473+174.2% | $147,586+51.4% |
| Participation rate | 40.0% | 74.5%-34.5pp | 68.0%-28.0pp | 82.8%-42.8pp |
| Annual return | 3.60% | 32.41%-28.8pp | 38.78%-35.2pp | 578.59%-575.0pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,040 | $4,242-75.5% | $3,537-70.6% | $5,439-80.9% |
| Admin fee / account holder | $420 | $5,812-92.8% | $4,561-90.8% | $10,886-96.1% |