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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 | $104,312 | $150,447-30.7% | $136,298-23.5% | $147,586-29.3% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 2.01% | 1049.15%-1047.1pp | 5156.27%-5154.3pp | 578.59%-576.6pp |
| Employer contribution / active EE | $4,400 | $5,256-16.3% | $4,696-6.3% | $4,876-9.8% |
| Participant deferral / active EE | $4,400 | $6,631-33.6% | $6,247-29.6% | $5,439-19.1% |
| Admin fee / account holder | $145,365 | $10,906+1232.9% | $9,244+1472.5% | $10,886+1235.4% |