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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 | $34,253 | $180,749-81.0% | $160,784-78.7% | $137,256-75.0% |
| Participation rate | 46.2% | 80.0%-33.8pp | 77.0%-30.8pp | 80.0%-33.8pp |
| Annual return | 9.93% | 2234.46%-2224.5pp | 1803.92%-1794.0pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,521 | $4,155-63.4% | $3,733-59.3% | $4,156-63.4% |
| Participant deferral / active EE | $1,726 | $6,844-74.8% | $6,293-72.6% | $6,407-73.1% |
| Admin fee / account holder | $1,528 | $10,397-85.3% | $9,717-84.3% | $12,270-87.6% |