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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 | $152,574 | $102,385+49.0% | $147,080+3.7% | $80,935+88.5% |
| Participation rate | 56.0% | 75.9%-19.9pp | 82.2%-26.2pp | 67.7%-11.7pp |
| Annual return | 10.53% | 135.09%-124.6pp | 420.17%-409.6pp | 35.66%-25.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,166 | $6,651+7.8% | $8,066-11.2% | $4,299+66.7% |
| Admin fee / account holder | $2,574 | $7,951-67.6% | $12,989-80.2% | $6,924-62.8% |