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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 | $72,446+111.5% | $67,561+126.8% | $145,877+5.1% |
| Participation rate | 36.4% | 76.9%-40.5pp | 72.9%-36.5pp | 80.3%-43.9pp |
| Annual return | 7.22% | 7211.98%-7204.8pp | 3525.44%-3518.2pp | 551.28%-544.1pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,665 | $4,785-65.2% | $4,003-58.4% | $6,691-75.1% |
| Admin fee / account holder | $41,506 | $5,541+649.0% | $4,006+936.2% | $13,402+209.7% |