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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 | $126,452 | $90,691+39.4% | $76,119+66.1% | $145,884-13.3% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.1%-69.1pp | 80.3%-80.3pp |
| Annual return | 8.00% | 624.52%-616.5pp | 361.25%-353.2pp | 551.85%-543.8pp |
| Employer contribution / active EE | $1,600 | $3,329-51.9% | $2,693-40.6% | $4,662-65.7% |
| Participant deferral / active EE | $23,400 | $5,167+352.8% | $4,259+449.4% | $6,690+249.8% |
| Admin fee / account holder | $850 | $8,383-89.9% | $6,421-86.8% | $13,392-93.7% |