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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 | $224,142 | $72,426+209.5% | $67,560+231.8% | $145,897+53.6% |
| Participation rate | 16.7% | 76.9%-60.2pp | 72.9%-56.3pp | 80.3%-63.6pp |
| Annual return | 6.13% | 7226.78%-7220.7pp | 3533.50%-3527.4pp | 552.29%-546.2pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $21,271 | $4,785+344.5% | $4,004+431.2% | $6,689+218.0% |
| Admin fee / account holder | $1,327 | $5,514-75.9% | $3,994-66.8% | $13,390-90.1% |