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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 | $88,778-7.7% | $81,844+0.2% | $145,884-43.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 4.93% | 1033.03%-1028.1pp | 778.87%-773.9pp | 551.85%-546.9pp |
| Employer contribution / active EE | $9,024 | $3,087+192.3% | $2,916+209.4% | $4,662+93.5% |
| Participant deferral / active EE | $9,372 | $4,648+101.6% | $4,323+116.8% | $6,690+40.1% |
| Admin fee / account holder | $453,241 | $8,430+5276.4% | $7,355+6061.9% | $13,392+3284.5% |