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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 | $68,657 | $180,749-62.0% | $160,784-57.3% | $137,256-50.0% |
| Participation rate | 44.4% | 80.0%-35.5pp | 77.0%-32.5pp | 80.0%-35.5pp |
| Annual return | 9.95% | 2234.46%-2224.5pp | 1803.92%-1794.0pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,242 | $4,155-70.1% | $3,733-66.7% | $4,156-70.1% |
| Participant deferral / active EE | $3,158 | $6,844-53.9% | $6,293-49.8% | $6,407-50.7% |
| Admin fee / account holder | $43,854 | $10,397+321.8% | $9,717+351.3% | $12,270+257.4% |