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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 | $83,009 | $60,393+37.4% | $81,820+1.5% | $74,429+11.5% |
| Participation rate | 27.1% | 62.9%-35.8pp | 72.4%-45.3pp | 67.2%-40.1pp |
| Annual return | 9.19% | 16.89%-7.7pp | 777.93%-768.7pp | 1368.38%-1359.2pp |
| Employer contribution / active EE | $0 | $2,626-100.0% | $2,915-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,937 | $3,397-43.0% | $4,323-55.2% | $4,348-55.4% |
| Admin fee / account holder | $6,180 | $1,491+314.6% | $7,391-16.4% | $1,944+217.9% |