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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 | $52,250 | $150,447-65.3% | $136,298-61.7% | $147,586-64.6% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 8.84% | 1049.15%-1040.3pp | 5156.27%-5147.4pp | 578.59%-569.7pp |
| Employer contribution / active EE | $2,110 | $5,256-59.9% | $4,696-55.1% | $4,876-56.7% |
| Participant deferral / active EE | $4,234 | $6,631-36.1% | $6,247-32.2% | $5,439-22.1% |
| Admin fee / account holder | $3,289 | $10,906-69.8% | $9,244-64.4% | $10,886-69.8% |