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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 | $95,002 | $60,393+57.3% | $81,820+16.1% | $74,429+27.6% |
| Participation rate | 48.1% | 62.9%-14.8pp | 72.4%-24.3pp | 67.2%-19.1pp |
| Annual return | 10.63% | 16.89%-6.3pp | 777.93%-767.3pp | 1368.38%-1357.8pp |
| Employer contribution / active EE | $1,137 | $2,626-56.7% | $2,915-61.0% | $2,625-56.7% |
| Participant deferral / active EE | $2,000 | $3,397-41.1% | $4,323-53.7% | $4,348-54.0% |
| Admin fee / account holder | $15,103 | $1,491+913.2% | $7,391+104.4% | $1,944+676.8% |