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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 | $121,361 | $88,815+36.6% | $81,882+48.2% | $145,897-16.8% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 7.20% | 1033.75%-1026.5pp | 779.47%-772.3pp | 552.29%-545.1pp |
| Employer contribution / active EE | $1,673 | $3,086-45.8% | $2,916-42.6% | $4,663-64.1% |
| Participant deferral / active EE | $4,470 | $4,647-3.8% | $4,323+3.4% | $6,689-33.2% |
| Admin fee / account holder | $54,210 | $8,434+542.7% | $7,360+636.6% | $13,390+304.8% |