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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 | $61,214 | $150,447-59.3% | $136,298-55.1% | $147,586-58.5% |
| Participation rate | 44.4% | 84.4%-40.0pp | 81.9%-37.5pp | 82.8%-38.4pp |
| Annual return | 9.86% | 1049.15%-1039.3pp | 5156.27%-5146.4pp | 578.59%-568.7pp |
| Employer contribution / active EE | $1,375 | $5,256-73.8% | $4,696-70.7% | $4,876-71.8% |
| Participant deferral / active EE | $4,559 | $6,631-31.2% | $6,247-27.0% | $5,439-16.2% |
| Admin fee / account holder | $16,902 | $10,906+55.0% | $9,244+82.8% | $10,886+55.3% |