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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 | $158,100 | $96,691+63.5% | $86,656+82.4% | $139,487+13.3% |
| Participation rate | 0.0% | 74.4%-74.4pp | 71.7%-71.7pp | 80.3%-80.3pp |
| Annual return | 10.19% | 106.87%-96.7pp | 593.09%-582.9pp | 373.84%-363.7pp |
| Employer contribution / active EE | $1,994 | $3,267-39.0% | $3,025-34.1% | $4,755-58.1% |
| Participant deferral / active EE | $1,682 | $4,838-65.2% | $4,439-62.1% | $6,713-74.9% |
| Admin fee / account holder | $286,332 | $6,414+4364.0% | $5,619+4996.1% | $11,407+2410.1% |