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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 | $41,686 | $150,447-72.3% | $136,298-69.4% | $147,586-71.8% |
| Participation rate | 53.8% | 84.4%-30.6pp | 81.9%-28.1pp | 82.8%-29.0pp |
| Annual return | 6.45% | 1049.15%-1042.7pp | 5156.27%-5149.8pp | 578.59%-572.1pp |
| Employer contribution / active EE | $1,485 | $5,256-71.7% | $4,696-68.4% | $4,876-69.5% |
| Participant deferral / active EE | $3,410 | $6,631-48.6% | $6,247-45.4% | $5,439-37.3% |
| Admin fee / account holder | $24,287 | $10,906+122.7% | $9,244+162.7% | $10,886+123.1% |