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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 | $101,027 | $59,448+69.9% | $93,696+7.8% | $74,459+35.7% |
| Participation rate | 47.5% | 59.6%-12.1pp | 68.7%-21.2pp | 67.2%-19.7pp |
| Annual return | 9.06% | 82.11%-73.0pp | 133.74%-124.7pp | 1369.70%-1360.6pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,302 | $3,052+41.0% | $4,417-2.6% | $4,350-1.1% |
| Admin fee / account holder | $19,381 | $3,027+540.2% | $8,287+133.9% | $1,945+896.6% |