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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 | $40,591 | $150,447-73.0% | $136,298-70.2% | $147,586-72.5% |
| Participation rate | 58.3% | 84.4%-26.1pp | 81.9%-23.6pp | 82.8%-24.5pp |
| Annual return | 10.10% | 1049.15%-1039.1pp | 5156.27%-5146.2pp | 578.59%-568.5pp |
| Employer contribution / active EE | $1,587 | $5,256-69.8% | $4,696-66.2% | $4,876-67.5% |
| Participant deferral / active EE | $3,627 | $6,631-45.3% | $6,247-41.9% | $5,439-33.3% |
| Admin fee / account holder | $5,289 | $10,906-51.5% | $9,244-42.8% | $10,886-51.4% |