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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 | $56,127 | $80,812-30.5% | $160,784-65.1% | $82,448-31.9% |
| Participation rate | 8.9% | 66.2%-57.3pp | 77.0%-68.0pp | 68.1%-59.1pp |
| Annual return | 8.47% | 100.59%-92.1pp | 1803.92%-1795.4pp | 41.64%-33.2pp |
| Employer contribution / active EE | $966 | $2,174-55.6% | $3,733-74.1% | $2,551-62.1% |
| Participant deferral / active EE | $2,054 | $4,335-52.6% | $6,293-67.4% | $4,139-50.4% |
| Admin fee / account holder | $47,550 | $7,695+517.9% | $9,717+389.3% | $7,234+557.3% |