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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 | $146,628 | $125,778+16.6% | $114,563+28.0% | $154,746-5.2% |
| Participation rate | 41.2% | 75.2%-34.0pp | 72.9%-31.7pp | 80.7%-39.5pp |
| Annual return | 6.44% | 295.14%-288.7pp | 241.09%-234.7pp | 172.34%-165.9pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,229 | $4,445-72.3% | $4,142-70.3% | $6,730-81.7% |
| Admin fee / account holder | $91,769 | $8,190+1020.5% | $7,623+1103.8% | $14,365+538.8% |