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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 | $39,524 | $150,447-73.7% | $136,298-71.0% | $147,586-73.2% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 8.14% | 1049.15%-1041.0pp | 5156.27%-5148.1pp | 578.59%-570.5pp |
| Employer contribution / active EE | $1,509 | $5,256-71.3% | $4,696-67.9% | $4,876-69.1% |
| Participant deferral / active EE | $7,292 | $6,631+10.0% | $6,247+16.7% | $5,439+34.1% |
| Admin fee / account holder | $993 | $10,906-90.9% | $9,244-89.3% | $10,886-90.9% |