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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 | $105,476 | $150,447-29.9% | $136,298-22.6% | $147,586-28.5% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 4.56% | 1049.15%-1044.6pp | 5156.27%-5151.7pp | 578.59%-574.0pp |
| Employer contribution / active EE | $1,817 | $5,256-65.4% | $4,696-61.3% | $4,876-62.7% |
| Participant deferral / active EE | $8,916 | $6,631+34.5% | $6,247+42.7% | $5,439+63.9% |
| Admin fee / account holder | $1,572 | $10,906-85.6% | $9,244-83.0% | $10,886-85.6% |