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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 | $102,382+47.8% | $147,005+3.0% | $80,874+87.1% |
| Participation rate | 46.2% | 75.8%-29.7pp | 82.2%-36.0pp | 67.6%-21.5pp |
| Annual return | 10.89% | 134.89%-124.0pp | 418.76%-407.9pp | 35.62%-24.7pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,705 | $6,646-44.3% | $8,070-54.1% | $4,297-13.8% |
| Admin fee / account holder | $119,513 | $7,942+1404.8% | $13,006+818.9% | $6,935+1623.3% |