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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 | $153,245 | $72,426+111.6% | $67,560+126.8% | $145,897+5.0% |
| Participation rate | 36.4% | 76.9%-40.5pp | 72.9%-36.6pp | 80.3%-43.9pp |
| Annual return | 7.22% | 7226.78%-7219.6pp | 3533.50%-3526.3pp | 552.29%-545.1pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,665 | $4,785-65.2% | $4,004-58.4% | $6,689-75.1% |
| Admin fee / account holder | $41,506 | $5,514+652.7% | $3,994+939.2% | $13,390+210.0% |