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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 | $93,559 | $57,305+63.3% | $86,640+8.0% | $75,173+24.5% |
| Participation rate | 26.5% | 63.2%-36.7pp | 71.7%-45.2pp | 67.2%-40.7pp |
| Annual return | 13.52% | 2674.24%-2660.7pp | 592.52%-579.0pp | 160.72%-147.2pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,758 | $3,320-47.1% | $4,438-60.4% | $4,126-57.4% |
| Admin fee / account holder | $704 | $4,116-82.9% | $5,616-87.5% | $5,651-87.5% |