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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 | $147,087 | $209,874-29.9% | $189,537-22.4% | $167,536-12.2% |
| Participation rate | 28.6% | 88.7%-60.1pp | 87.8%-59.2pp | 82.1%-53.5pp |
| Annual return | 0.21% | 748.61%-748.4pp | 555.34%-555.1pp | 478.82%-478.6pp |
| Employer contribution / active EE | $4,912 | $6,913-29.0% | $6,161-20.3% | $4,839+1.5% |
| Participant deferral / active EE | $11,879 | $8,934+33.0% | $8,220+44.5% | $6,342+87.3% |
| Admin fee / account holder | $100,006 | $14,299+599.4% | $12,048+730.0% | $12,315+712.1% |