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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 | $90,911 | $88,754+2.4% | $81,820+11.1% | $145,877-37.7% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 1.34% | 1031.77%-1030.4pp | 777.93%-776.6pp | 551.28%-549.9pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,231 | $4,648+120.1% | $4,323+136.7% | $6,691+52.9% |
| Admin fee / account holder | $96,527 | $8,424+1045.9% | $7,391+1206.1% | $13,402+620.2% |