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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 | $101,698 | $72,465+40.3% | $67,575+50.5% | $145,884-30.3% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 8.83% | 7222.56%-7213.7pp | 3528.98%-3520.1pp | 551.85%-543.0pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,571 | $4,786-25.4% | $4,003-10.8% | $6,690-46.6% |
| Admin fee / account holder | $30,014 | $5,515+444.2% | $3,993+651.7% | $13,392+124.1% |