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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 | $90,225 | $100,060-9.8% | $149,721-39.7% | $70,126+28.7% |
| Participation rate | 1.6% | 83.6%-82.0pp | 87.1%-85.5pp | 69.5%-68.0pp |
| Annual return | 12.46% | 27.46%-15.0pp | 1501.67%-1489.2pp | 73.15%-60.7pp |
| Employer contribution / active EE | $2,598 | $3,661-29.0% | $5,444-52.3% | $2,343+10.9% |
| Participant deferral / active EE | $4,047 | $4,982-18.8% | $6,568-38.4% | $3,332+21.5% |
| Admin fee / account holder | $5,519,054 | $8,285+66512.9% | $11,282+48817.6% | $4,646+118704.1% |