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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 | $148,321 | $150,447-1.4% | $136,298+8.8% | $147,586+0.5% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 0.31% | 1049.15%-1048.8pp | 5156.27%-5156.0pp | 578.59%-578.3pp |
| Employer contribution / active EE | $2,241 | $5,256-57.4% | $4,696-52.3% | $4,876-54.1% |
| Participant deferral / active EE | $12,000 | $6,631+81.0% | $6,247+92.1% | $5,439+120.6% |
| Admin fee / account holder | $12,523 | $10,906+14.8% | $9,244+35.5% | $10,886+15.0% |