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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 | $95,314 | $90,691+5.1% | $76,119+25.2% | $145,884-34.7% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.1%-69.1pp | 80.3%-80.3pp |
| Annual return | 7.84% | 624.52%-616.7pp | 361.25%-353.4pp | 551.85%-544.0pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,675 | $5,167-9.5% | $4,259+9.8% | $6,690-30.1% |
| Admin fee / account holder | $47,151 | $8,383+462.5% | $6,421+634.3% | $13,392+252.1% |