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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 | $63,368 | $150,447-57.9% | $136,298-53.5% | $147,586-57.1% |
| Participation rate | 45.5% | 84.4%-39.0pp | 81.9%-36.5pp | 82.8%-37.4pp |
| Annual return | 6.31% | 1049.15%-1042.8pp | 5156.27%-5150.0pp | 578.59%-572.3pp |
| Employer contribution / active EE | $1,961 | $5,256-62.7% | $4,696-58.2% | $4,876-59.8% |
| Participant deferral / active EE | $3,825 | $6,631-42.3% | $6,247-38.8% | $5,439-29.7% |
| Admin fee / account holder | $38,149 | $10,906+249.8% | $9,244+312.7% | $10,886+250.4% |