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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 | $246,052 | $150,442+63.6% | $136,295+80.5% | $147,585+66.7% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 4.80% | 1049.09%-1044.3pp | 5155.97%-5151.2pp | 578.56%-573.8pp |
| Employer contribution / active EE | $5,000 | $5,256-4.9% | $4,695+6.5% | $4,876+2.5% |
| Participant deferral / active EE | $16,000 | $6,630+141.3% | $6,247+156.1% | $5,439+194.2% |
| Admin fee / account holder | $597 | $10,905-94.5% | $9,243-93.5% | $10,885-94.5% |