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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 | $224,142 | $72,403+209.6% | $67,524+231.9% | $145,978+53.5% |
| Participation rate | 16.7% | 76.9%-60.2pp | 72.9%-56.2pp | 80.3%-63.6pp |
| Annual return | 6.13% | 7197.23%-7191.1pp | 3519.41%-3513.3pp | 550.52%-544.4pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $21,271 | $4,782+344.8% | $4,001+431.6% | $6,690+218.0% |
| Admin fee / account holder | $1,327 | $5,541-76.1% | $4,001-66.8% | $13,400-90.1% |