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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 | $105,595 | $155,840-32.2% | $124,694-15.3% | $167,553-37.0% |
| Participation rate | 12.5% | 81.1%-68.6pp | 74.6%-62.1pp | 82.1%-69.6pp |
| Annual return | 8.71% | 17.98%-9.3pp | 5144.82%-5136.1pp | 478.89%-470.2pp |
| Employer contribution / active EE | $0 | $4,165-100.0% | $3,325-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,060 | $9,536-88.9% | $7,495-85.9% | $12,316-91.4% |