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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 | $59,456+76.8% | $93,669+12.3% | $74,429+41.3% |
| Participation rate | 35.6% | 59.6%-24.1pp | 68.7%-33.2pp | 67.2%-31.7pp |
| Annual return | 10.56% | 82.00%-71.4pp | 133.59%-123.0pp | 1368.38%-1357.8pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,424-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,035 | $3,052-33.3% | $4,416-53.9% | $4,348-53.2% |
| Admin fee / account holder | $10,158 | $3,026+235.7% | $8,291+22.5% | $1,944+422.5% |