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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 | $49,969 | $109,872-54.5% | $98,483-49.3% | $167,536-70.2% |
| Participation rate | 62.5% | 75.8%-13.3pp | 73.3%-10.8pp | 82.1%-19.6pp |
| Annual return | 7.82% | 1959.31%-1951.5pp | 1494.38%-1486.6pp | 478.82%-471.0pp |
| Employer contribution / active EE | $995 | $3,225-69.1% | $2,961-66.4% | $4,839-79.4% |
| Participant deferral / active EE | $1,133 | $4,673-75.7% | $4,276-73.5% | $6,342-82.1% |
| Admin fee / account holder | $14,331 | $6,757+112.1% | $5,953+140.8% | $12,315+16.4% |