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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 | $107,590 | $150,447-28.5% | $136,298-21.1% | $147,586-27.1% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 4.49% | 1049.15%-1044.7pp | 5156.27%-5151.8pp | 578.59%-574.1pp |
| Employer contribution / active EE | $1,893 | $5,256-64.0% | $4,696-59.7% | $4,876-61.2% |
| Participant deferral / active EE | $7,897 | $6,631+19.1% | $6,247+26.4% | $5,439+45.2% |
| Admin fee / account holder | $270,047 | $10,906+2376.1% | $9,244+2821.3% | $10,886+2380.7% |