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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 | $156,800 | $68,398+129.2% | $94,664+65.6% | $75,173+108.6% |
| Participation rate | 5.6% | 76.1%-70.5pp | 80.8%-75.3pp | 67.2%-61.6pp |
| Annual return | 12.46% | 616.72%-604.3pp | 156.84%-144.4pp | 160.72%-148.3pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,799 | $6,537+49.9% | $7,417+32.1% | $4,126+137.5% |
| Admin fee / account holder | $6,660 | $5,324+25.1% | $7,222-7.8% | $5,651+17.9% |