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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 | $47,071 | $52,450-10.3% | $129,397-63.6% | $74,429-36.8% |
| Participation rate | 37.4% | 53.8%-16.4pp | 69.6%-32.2pp | 67.2%-29.8pp |
| Annual return | 10.79% | 15.65%-4.9pp | 9453.98%-9443.2pp | 1368.38%-1357.6pp |
| Employer contribution / active EE | $691 | $1,532-54.9% | $4,154-83.4% | $2,625-73.7% |
| Participant deferral / active EE | $1,674 | $2,797-40.1% | $4,167-59.8% | $4,348-61.5% |
| Admin fee / account holder | $7,312 | $2,636+177.4% | $7,679-4.8% | $1,944+276.1% |