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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 | $149,344 | $150,447-0.7% | $136,298+9.6% | $147,586+1.2% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 9.16% | 1049.15%-1040.0pp | 5156.27%-5147.1pp | 578.59%-569.4pp |
| Employer contribution / active EE | $2,015 | $5,256-61.7% | $4,696-57.1% | $4,876-58.7% |
| Participant deferral / active EE | $7,046 | $6,631+6.3% | $6,247+12.8% | $5,439+29.5% |
| Admin fee / account holder | $4,712 | $10,906-56.8% | $9,244-49.0% | $10,886-56.7% |