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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 | $239,376 | $104,953+128.1% | $84,637+182.8% | $152,909+56.5% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.5%-32.5pp |
| Annual return | 6.12% | 373.94%-367.8pp | 258.82%-252.7pp | 345.46%-339.3pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,200 | $4,691-74.4% | $3,900-69.2% | $5,851-79.5% |
| Admin fee / account holder | $585 | $6,244-90.6% | $4,914-88.1% | $11,601-95.0% |