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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 | $101,672 | $57,305+77.4% | $86,640+17.3% | $75,173+35.3% |
| Participation rate | 0.0% | 63.2%-63.2pp | 71.7%-71.7pp | 67.2%-67.2pp |
| Annual return | 12.89% | 2674.24%-2661.3pp | 592.52%-579.6pp | 160.72%-147.8pp |
| Employer contribution / active EE | $1,954 | $2,316-15.6% | $3,024-35.4% | $2,671-26.8% |
| Participant deferral / active EE | $4,338 | $3,320+30.7% | $4,438-2.3% | $4,126+5.1% |
| Admin fee / account holder | $6,697 | $4,116+62.7% | $5,616+19.3% | $5,651+18.5% |