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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 | $117,784 | $85,766+37.3% | $136,298-13.6% | $70,126+68.0% |
| Participation rate | 68.6% | 74.2%-5.5pp | 81.9%-13.3pp | 69.5%-0.9pp |
| Annual return | 13.47% | 31.46%-18.0pp | 5156.27%-5142.8pp | 73.15%-59.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,264 | $5,051-15.6% | $6,247-31.8% | $3,332+28.0% |
| Admin fee / account holder | $15,256 | $5,421+181.5% | $9,244+65.0% | $4,645+228.4% |