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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 | $179,178 | $150,447+19.1% | $136,298+31.5% | $147,586+21.4% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | -0.09% | 1049.15%-1049.2pp | 5156.27%-5156.4pp | 578.59%-578.7pp |
| Employer contribution / active EE | $29,735 | $5,256+465.7% | $4,696+533.2% | $4,876+509.8% |
| Participant deferral / active EE | $17,906 | $6,631+170.0% | $6,247+186.6% | $5,439+229.2% |
| Admin fee / account holder | $13,012 | $10,906+19.3% | $9,244+40.8% | $10,886+19.5% |