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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 | $123,011 | $150,447-18.2% | $136,298-9.7% | $147,586-16.7% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 9.96% | 1049.15%-1039.2pp | 5156.27%-5146.3pp | 578.59%-568.6pp |
| Employer contribution / active EE | $986 | $5,256-81.2% | $4,696-79.0% | $4,876-79.8% |
| Participant deferral / active EE | $2,981 | $6,631-55.0% | $6,247-52.3% | $5,439-45.2% |
| Admin fee / account holder | $111,046 | $10,906+918.2% | $9,244+1101.3% | $10,886+920.1% |