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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 | $89,953 | $72,465+24.1% | $67,575+33.1% | $145,884-38.3% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | 7.38% | 7222.56%-7215.2pp | 3528.98%-3521.6pp | 551.85%-544.5pp |
| Employer contribution / active EE | $1,019 | $3,074-66.9% | $2,736-62.8% | $4,662-78.2% |
| Participant deferral / active EE | $3,257 | $4,786-31.9% | $4,003-18.6% | $6,690-51.3% |
| Admin fee / account holder | $1,816 | $5,515-67.1% | $3,993-54.5% | $13,392-86.4% |