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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 | $57,406 | $150,442-61.8% | $136,295-57.9% | $147,585-61.1% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 9.52% | 1049.09%-1039.6pp | 5155.97%-5146.5pp | 578.56%-569.0pp |
| Employer contribution / active EE | $4,423 | $5,256-15.8% | $4,695-5.8% | $4,876-9.3% |
| Participant deferral / active EE | $6,023 | $6,630-9.2% | $6,247-3.6% | $5,439+10.7% |
| Admin fee / account holder | $37,539 | $10,905+244.2% | $9,243+306.1% | $10,885+244.9% |