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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 | $152,256 | $98,766+54.2% | $149,730+1.7% | $79,852+90.7% |
| Participation rate | 31.8% | 75.8%-44.0pp | 82.5%-50.7pp | 69.6%-37.8pp |
| Annual return | 11.91% | 27.43%-15.5pp | 276.70%-264.8pp | 31.72%-19.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,460 | $5,681-39.1% | $6,843-49.4% | $3,740-7.5% |
| Admin fee / account holder | $36,748 | $6,052+507.2% | $9,310+294.7% | $5,306+592.5% |