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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 | $72,403+40.5% | $67,524+50.6% | $145,978-30.3% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 8.83% | 7197.23%-7188.4pp | 3519.41%-3510.6pp | 550.52%-541.7pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,571 | $4,782-25.3% | $4,001-10.7% | $6,690-46.6% |
| Admin fee / account holder | $30,014 | $5,541+441.7% | $4,001+650.2% | $13,400+124.0% |