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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 | $115,529 | $58,275+98.2% | $81,844+41.2% | $80,935+42.7% |
| Participation rate | 20.0% | 63.5%-43.5pp | 72.4%-52.4pp | 67.7%-47.7pp |
| Annual return | 9.42% | 41.82%-32.4pp | 778.87%-769.4pp | 35.66%-26.2pp |
| Employer contribution / active EE | $380 | $2,346-83.8% | $2,916-87.0% | $2,757-86.2% |
| Participant deferral / active EE | $799 | $3,285-75.7% | $4,323-81.5% | $4,299-81.4% |
| Admin fee / account holder | $34,600 | $4,749+628.6% | $7,355+370.4% | $6,924+399.7% |