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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 | $76,368+33.8% | $67,681+51.0% | $154,746-34.0% |
| Participation rate | 61.9% | 79.0%-17.0pp | 73.7%-11.8pp | 80.7%-18.8pp |
| Annual return | 8.98% | 1066.77%-1057.8pp | 590.58%-581.6pp | 172.34%-163.4pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,340 | $4,824-51.5% | $3,976-41.1% | $6,730-65.2% |
| Admin fee / account holder | $13,750 | $8,559+60.6% | $6,100+125.4% | $14,365-4.3% |