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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 | $81,971 | $88,710-7.6% | $81,783+0.2% | $145,959-43.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 4.93% | 1027.26%-1022.3pp | 775.05%-770.1pp | 561.95%-557.0pp |
| Employer contribution / active EE | $9,024 | $3,083+192.7% | $2,913+209.8% | $4,661+93.6% |
| Participant deferral / active EE | $9,372 | $4,645+101.8% | $4,320+116.9% | $6,689+40.1% |
| Admin fee / account holder | $453,241 | $8,407+5291.1% | $7,380+6041.5% | $13,398+3282.9% |