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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 | $101,618+44.3% | $93,063+57.6% | $137,256+6.8% |
| Participation rate | 41.2% | 74.9%-33.8pp | 72.1%-30.9pp | 80.0%-38.8pp |
| Annual return | 6.44% | 223.95%-217.5pp | 34.15%-27.7pp | 220.34%-213.9pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,229 | $4,279-71.3% | $3,958-68.9% | $6,407-80.8% |
| Admin fee / account holder | $91,769 | $6,198+1380.5% | $6,033+1421.1% | $12,270+647.9% |