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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 | $173,657 | $99,031+75.4% | $86,597+100.5% | $147,585+17.7% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 4.15% | 1312.56%-1308.4pp | 964.96%-960.8pp | 578.57%-574.4pp |
| Employer contribution / active EE | $23,401 | $3,132+647.1% | $2,840+724.1% | $4,876+379.9% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8,953 | $5,711+56.8% | $4,906+82.5% | $10,885-17.8% |