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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 | $51,966 | $88,815-41.5% | $81,882-36.5% | $145,897-64.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 1.72% | 1033.75%-1032.0pp | 779.47%-777.8pp | 552.29%-550.6pp |
| Employer contribution / active EE | $445 | $3,086-85.6% | $2,916-84.7% | $4,663-90.5% |
| Participant deferral / active EE | $7,924 | $4,647+70.5% | $4,323+83.3% | $6,689+18.5% |
| Admin fee / account holder | $156,355 | $8,434+1753.8% | $7,360+2024.5% | $13,390+1067.7% |