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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 | $210,578 | $150,445+40.0% | $136,297+54.5% | $147,585+42.7% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 7.88% | 1049.14%-1041.3pp | 5156.16%-5148.3pp | 578.57%-570.7pp |
| Employer contribution / active EE | $1,067 | $5,256-79.7% | $4,696-77.3% | $4,876-78.1% |
| Participant deferral / active EE | $8,000 | $6,631+20.7% | $6,247+28.1% | $5,439+47.1% |
| Admin fee / account holder | $32,050 | $10,906+193.9% | $9,244+246.7% | $10,885+194.4% |