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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 | $151,349 | $102,422+47.8% | $147,117+2.9% | $80,959+86.9% |
| Participation rate | 46.2% | 75.9%-29.7pp | 82.2%-36.0pp | 67.7%-21.5pp |
| Annual return | 10.89% | 135.16%-124.3pp | 420.54%-409.6pp | 35.67%-24.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,705 | $6,652-44.3% | $8,065-54.1% | $4,300-13.8% |
| Admin fee / account holder | $119,513 | $7,953+1402.7% | $12,993+819.8% | $6,925+1625.7% |