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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 | $141,154 | $85,766+64.6% | $136,298+3.6% | $70,126+101.3% |
| Participation rate | 65.2% | 74.2%-8.9pp | 81.9%-16.7pp | 69.5%-4.3pp |
| Annual return | 9.10% | 31.46%-22.4pp | 5156.27%-5147.2pp | 73.15%-64.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,629 | $5,051+51.0% | $6,247+22.1% | $3,332+129.0% |
| Admin fee / account holder | $1,114 | $5,421-79.4% | $9,244-87.9% | $4,645-76.0% |