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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 | $171,063 | $129,737+31.9% | $119,126+43.6% | $154,746+10.5% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 8.47% | 379.08%-370.6pp | 282.11%-273.6pp | 172.34%-163.9pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,975 | $5,842-32.0% | $5,318-25.3% | $6,730-40.9% |
| Admin fee / account holder | $61,434 | $11,961+413.6% | $10,693+474.5% | $14,365+327.7% |