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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 | $177,225 | $150,447+17.8% | $136,298+30.0% | $147,586+20.1% |
| Participation rate | 64.7% | 84.4%-19.7pp | 81.9%-17.2pp | 82.8%-18.1pp |
| Annual return | 2.80% | 1049.15%-1046.4pp | 5156.27%-5153.5pp | 578.59%-575.8pp |
| Employer contribution / active EE | $15,601 | $5,256+196.8% | $4,696+232.3% | $4,876+219.9% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $15,731 | $10,906+44.2% | $9,244+70.2% | $10,886+44.5% |