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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 | $231,599 | $118,875+94.8% | $96,572+139.8% | $167,553+38.2% |
| Participation rate | 33.3% | 75.5%-42.2pp | 69.8%-36.5pp | 82.1%-48.8pp |
| Annual return | 6.97% | 50.50%-43.5pp | 37.79%-30.8pp | 478.89%-471.9pp |
| Employer contribution / active EE | $2,047 | $3,121-34.4% | $2,357-13.2% | $4,840-57.7% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,850-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,462 | $8,070-69.5% | $6,183-60.2% | $12,316-80.0% |