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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 | $105,144 | $59,467+76.8% | $93,727+12.2% | $74,478+41.2% |
| Participation rate | 35.6% | 59.6%-24.1pp | 68.7%-33.2pp | 67.2%-31.7pp |
| Annual return | 10.56% | 82.14%-71.6pp | 133.83%-123.3pp | 1370.56%-1360.0pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,035 | $3,052-33.3% | $4,417-53.9% | $4,350-53.2% |
| Admin fee / account holder | $10,158 | $3,028+235.4% | $8,292+22.5% | $1,946+422.1% |