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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 | $99,109 | $49,897+98.6% | $80,648+22.9% | $75,177+31.8% |
| Participation rate | 17.1% | 55.3%-38.2pp | 67.0%-49.9pp | 67.2%-50.1pp |
| Annual return | 7.88% | 34.68%-26.8pp | 937.21%-929.3pp | 160.75%-152.9pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,141 | $2,992-28.5% | $4,443-51.8% | $4,126-48.1% |
| Admin fee / account holder | $17,552 | $3,579+390.5% | $5,382+226.1% | $5,651+210.6% |