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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 | $132,669 | $70,587+88.0% | $124,694+6.4% | $85,851+54.5% |
| Participation rate | 50.0% | 64.4%-14.4pp | 74.6%-24.6pp | 69.3%-19.3pp |
| Annual return | 10.44% | 20688.83%-20678.4pp | 5144.82%-5134.4pp | 318.63%-308.2pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,325-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,628 | $2,969+55.9% | $4,615+0.3% | $3,952+17.1% |
| Admin fee / account holder | $2,811 | $5,282-46.8% | $7,495-62.5% | $6,261-55.1% |