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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 | $204,318 | $129,737+57.5% | $119,126+71.5% | $154,746+32.0% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 7.46% | 379.08%-371.6pp | 282.11%-274.6pp | 172.34%-164.9pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,389 | $5,842+112.1% | $5,318+133.0% | $6,730+84.1% |
| Admin fee / account holder | $5,324 | $11,961-55.5% | $10,693-50.2% | $14,365-62.9% |