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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 | $93,650 | $150,447-37.8% | $136,298-31.3% | $147,586-36.5% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 9.51% | 1049.15%-1039.6pp | 5156.27%-5146.8pp | 578.59%-569.1pp |
| Employer contribution / active EE | $2,498 | $5,256-52.5% | $4,696-46.8% | $4,876-48.8% |
| Participant deferral / active EE | $9,437 | $6,631+42.3% | $6,247+51.1% | $5,439+73.5% |
| Admin fee / account holder | $56,882 | $10,906+421.6% | $9,244+515.3% | $10,886+422.5% |