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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 | $102,182 | $68,097+50.1% | $62,929+62.4% | $137,256-25.6% |
| Participation rate | 61.9% | 77.4%-15.5pp | 73.1%-11.2pp | 80.0%-18.1pp |
| Annual return | 8.98% | 1859.11%-1850.1pp | 1063.93%-1054.9pp | 220.34%-211.4pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,340 | $4,553-48.6% | $3,888-39.8% | $6,407-63.5% |
| Admin fee / account holder | $13,750 | $6,521+110.8% | $5,065+171.5% | $12,270+12.1% |