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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 | $47,182 | $180,749-73.9% | $160,784-70.7% | $137,256-65.6% |
| Participation rate | 53.8% | 80.0%-26.1pp | 77.0%-23.1pp | 80.0%-26.1pp |
| Annual return | 9.47% | 2234.46%-2225.0pp | 1803.92%-1794.5pp | 220.34%-210.9pp |
| Employer contribution / active EE | $1,311 | $4,155-68.4% | $3,733-64.9% | $4,156-68.5% |
| Participant deferral / active EE | $4,355 | $6,844-36.4% | $6,293-30.8% | $6,407-32.0% |
| Admin fee / account holder | $30,744 | $10,397+195.7% | $9,717+216.4% | $12,270+150.6% |