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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 | $158,986 | $77,145+106.1% | $108,410+46.7% | $85,856+85.2% |
| Participation rate | 47.9% | 74.7%-26.8pp | 80.1%-32.2pp | 69.3%-21.4pp |
| Annual return | 11.02% | 44.54%-33.5pp | 905.34%-894.3pp | 318.58%-307.6pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,566 | $5,566-35.9% | $6,562-45.7% | $3,952-9.8% |
| Admin fee / account holder | $8,485 | $5,172+64.1% | $7,296+16.3% | $6,261+35.5% |