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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 | $86,123 | $68,097+26.5% | $62,929+36.9% | $137,256-37.3% |
| Participation rate | 46.2% | 77.4%-31.3pp | 73.1%-27.0pp | 80.0%-33.8pp |
| Annual return | 0.00% | 1859.11%-1859.1pp | 1063.93%-1063.9pp | 220.34%-220.3pp |
| Employer contribution / active EE | $4,565 | $2,811+62.4% | $2,505+82.3% | $4,156+9.8% |
| Participant deferral / active EE | $11,345 | $4,553+149.2% | $3,888+191.8% | $6,407+77.1% |
| Admin fee / account holder | $15,028 | $6,521+130.4% | $5,065+196.7% | $12,270+22.5% |