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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 | $203,201 | $150,447+35.1% | $136,298+49.1% | $147,586+37.7% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 5.64% | 1049.15%-1043.5pp | 5156.27%-5150.6pp | 578.59%-573.0pp |
| Employer contribution / active EE | $22,377 | $5,256+325.7% | $4,696+376.5% | $4,876+358.9% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $25,023 | $10,906+129.4% | $9,244+170.7% | $10,886+129.9% |