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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 | $43,617 | $180,749-75.9% | $160,784-72.9% | $137,256-68.2% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 9.19% | 2234.46%-2225.3pp | 1803.92%-1794.7pp | 220.34%-211.2pp |
| Employer contribution / active EE | $1,326 | $4,155-68.1% | $3,733-64.5% | $4,156-68.1% |
| Participant deferral / active EE | $2,503 | $6,844-63.4% | $6,293-60.2% | $6,407-60.9% |
| Admin fee / account holder | $41,807 | $10,397+302.1% | $9,717+330.3% | $12,270+240.7% |