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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 | $101,468 | $155,840-34.9% | $124,694-18.6% | $167,553-39.4% |
| Participation rate | 66.7% | 81.1%-14.4pp | 74.6%-8.0pp | 82.1%-15.4pp |
| Annual return | 7.38% | 17.98%-10.6pp | 5144.82%-5137.4pp | 478.89%-471.5pp |
| Employer contribution / active EE | $18,500 | $4,165+344.2% | $3,325+456.5% | $4,840+282.3% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,343-100.0% |
| Admin fee / account holder | $452 | $9,536-95.3% | $7,495-94.0% | $12,316-96.3% |