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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 | $97,099 | $180,749-46.3% | $160,784-39.6% | $137,256-29.3% |
| Participation rate | 27.3% | 80.0%-52.7pp | 77.0%-49.7pp | 80.0%-52.7pp |
| Annual return | 9.26% | 2234.46%-2225.2pp | 1803.92%-1794.7pp | 220.34%-211.1pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,542 | $6,844-62.9% | $6,293-59.6% | $6,407-60.3% |
| Admin fee / account holder | $31,007 | $10,397+198.2% | $9,717+219.1% | $12,270+152.7% |