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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 | $123,077 | $150,447-18.2% | $136,298-9.7% | $147,586-16.6% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 4.36% | 1049.15%-1044.8pp | 5156.27%-5151.9pp | 578.59%-574.2pp |
| Employer contribution / active EE | $3,545 | $5,256-32.6% | $4,696-24.5% | $4,876-27.3% |
| Participant deferral / active EE | $16,032 | $6,631+141.8% | $6,247+156.6% | $5,439+194.8% |
| Admin fee / account holder | $1,592 | $10,906-85.4% | $9,244-82.8% | $10,886-85.4% |