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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 | $96,555 | $171,867-43.8% | $149,718-35.5% | $147,585-34.6% |
| Participation rate | 45.5% | 88.2%-42.7pp | 87.1%-41.6pp | 82.8%-37.4pp |
| Annual return | 6.61% | 2113.36%-2106.8pp | 1501.70%-1495.1pp | 578.57%-572.0pp |
| Employer contribution / active EE | $1,533 | $6,275-75.6% | $5,444-71.8% | $4,876-68.6% |
| Participant deferral / active EE | $2,905 | $7,270-60.0% | $6,568-55.8% | $5,439-46.6% |
| Admin fee / account holder | $23,061 | $13,799+67.1% | $11,283+104.4% | $10,885+111.9% |