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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 | $84,407 | $150,447-43.9% | $136,298-38.1% | $147,586-42.8% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 9.26% | 1049.15%-1039.9pp | 5156.27%-5147.0pp | 578.59%-569.3pp |
| Employer contribution / active EE | $2,283 | $5,256-56.6% | $4,696-51.4% | $4,876-53.2% |
| Participant deferral / active EE | $3,606 | $6,631-45.6% | $6,247-42.3% | $5,439-33.7% |
| Admin fee / account holder | $13,579 | $10,906+24.5% | $9,244+46.9% | $10,886+24.7% |