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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 | $168,621 | $150,446+12.1% | $136,297+23.7% | $147,585+14.3% |
| Participation rate | 46.2% | 84.4%-38.3pp | 81.9%-35.8pp | 82.8%-36.7pp |
| Annual return | 8.91% | 1049.14%-1040.2pp | 5156.19%-5147.3pp | 578.58%-569.7pp |
| Employer contribution / active EE | $1,584 | $5,256-69.9% | $4,696-66.3% | $4,876-67.5% |
| Participant deferral / active EE | $3,920 | $6,631-40.9% | $6,247-37.3% | $5,439-27.9% |
| Admin fee / account holder | $333 | $10,906-96.9% | $9,244-96.4% | $10,886-96.9% |