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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 | $42,959 | $150,447-71.4% | $136,298-68.5% | $147,586-70.9% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 7.94% | 1049.15%-1041.2pp | 5156.27%-5148.3pp | 578.59%-570.7pp |
| Employer contribution / active EE | $2,261 | $5,256-57.0% | $4,696-51.9% | $4,876-53.6% |
| Participant deferral / active EE | $2,821 | $6,631-57.5% | $6,247-54.8% | $5,439-48.1% |
| Admin fee / account holder | $18,955 | $10,906+73.8% | $9,244+105.1% | $10,886+74.1% |