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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 | $106,548 | $27,936+281.4% | $58,561+81.9% | $75,173+41.7% |
| Participation rate | 10.4% | 38.8%-28.4pp | 50.9%-40.4pp | 67.2%-56.8pp |
| Annual return | 13.05% | 44.21%-31.2pp | 4251.33%-4238.3pp | 160.72%-147.7pp |
| Employer contribution / active EE | $346 | $670-48.3% | $1,053-67.1% | $2,671-87.0% |
| Participant deferral / active EE | $1,019 | $1,202-15.2% | $1,923-47.0% | $4,126-75.3% |
| Admin fee / account holder | $27,155 | $1,727+1472.6% | $2,520+977.4% | $5,651+380.6% |