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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 | $116,997 | $88,754+31.8% | $81,820+43.0% | $145,877-19.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 8.63% | 1031.77%-1023.1pp | 777.93%-769.3pp | 551.28%-542.7pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $700 | $4,648-84.9% | $4,323-83.8% | $6,691-89.5% |
| Admin fee / account holder | $83,903 | $8,424+896.1% | $7,391+1035.3% | $13,402+526.0% |