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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 | $181,183 | $150,447+20.4% | $136,298+32.9% | $147,586+22.8% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 8.75% | 1049.15%-1040.4pp | 5156.27%-5147.5pp | 578.59%-569.8pp |
| Employer contribution / active EE | $2,274 | $5,256-56.7% | $4,696-51.6% | $4,876-53.4% |
| Participant deferral / active EE | $8,047 | $6,631+21.4% | $6,247+28.8% | $5,439+48.0% |
| Admin fee / account holder | $42,062 | $10,906+285.7% | $9,244+355.0% | $10,886+286.4% |