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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 | $128,066 | $88,778+44.3% | $81,844+56.5% | $145,884-12.2% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 6.44% | 1033.03%-1026.6pp | 778.87%-772.4pp | 551.85%-545.4pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,041 | $4,648-77.6% | $4,323-75.9% | $6,690-84.4% |
| Admin fee / account holder | $67,389 | $8,430+699.4% | $7,355+816.2% | $13,392+403.2% |