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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 | $48,740 | $180,749-73.0% | $160,784-69.7% | $137,256-64.5% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 7.40% | 2234.46%-2227.1pp | 1803.92%-1796.5pp | 220.34%-212.9pp |
| Employer contribution / active EE | $1,125 | $4,155-72.9% | $3,733-69.9% | $4,156-72.9% |
| Participant deferral / active EE | $3,833 | $6,844-44.0% | $6,293-39.1% | $6,407-40.2% |
| Admin fee / account holder | $29,806 | $10,397+186.7% | $9,717+206.7% | $12,270+142.9% |