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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 | $71,696 | $150,447-52.3% | $136,298-47.4% | $147,586-51.4% |
| Participation rate | 25.0% | 84.4%-59.4pp | 81.9%-56.9pp | 82.8%-57.8pp |
| Annual return | 6.65% | 1049.15%-1042.5pp | 5156.27%-5149.6pp | 578.59%-571.9pp |
| Employer contribution / active EE | $1,365 | $5,256-74.0% | $4,696-70.9% | $4,876-72.0% |
| Participant deferral / active EE | $5,022 | $6,631-24.3% | $6,247-19.6% | $5,439-7.7% |
| Admin fee / account holder | $38,760 | $10,906+255.4% | $9,244+319.3% | $10,886+256.1% |