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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 | $109,135 | $150,447-27.5% | $136,298-19.9% | $147,586-26.1% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 10.07% | 1049.15%-1039.1pp | 5156.27%-5146.2pp | 578.59%-568.5pp |
| Employer contribution / active EE | $7,933 | $5,256+50.9% | $4,696+69.0% | $4,876+62.7% |
| Participant deferral / active EE | $7,933 | $6,631+19.6% | $6,247+27.0% | $5,439+45.9% |
| Admin fee / account holder | $6,010 | $10,906-44.9% | $9,244-35.0% | $10,886-44.8% |