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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 | $34,604 | $198,457-82.6% | $170,435-79.7% | $147,586-76.6% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 0.81% | 257.30%-256.5pp | 205.94%-205.1pp | 578.59%-577.8pp |
| Employer contribution / active EE | $3,000 | $6,183-51.5% | $5,432-44.8% | $4,876-38.5% |
| Participant deferral / active EE | $4,500 | $5,629-20.1% | $4,939-8.9% | $5,439-17.3% |
| Admin fee / account holder | $303 | $16,852-98.2% | $13,881-97.8% | $10,886-97.2% |