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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 | $46,063 | $102,595-55.1% | $94,057-51.0% | $154,746-70.2% |
| Participation rate | 40.0% | 76.0%-36.0pp | 73.3%-33.3pp | 80.7%-40.7pp |
| Annual return | 9.18% | 583.42%-574.2pp | 480.62%-471.4pp | 172.34%-163.2pp |
| Employer contribution / active EE | $349 | $3,147-88.9% | $2,933-88.1% | $4,379-92.0% |
| Participant deferral / active EE | $1,125 | $5,118-78.0% | $4,709-76.1% | $6,730-83.3% |
| Admin fee / account holder | $43,018 | $7,736+456.1% | $7,244+493.8% | $14,365+199.5% |