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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 | $46,926 | $109,863-57.3% | $98,477-52.3% | $167,518-72.0% |
| Participation rate | 68.4% | 75.8%-7.4pp | 73.3%-4.9pp | 82.1%-13.7pp |
| Annual return | 5.69% | 1958.09%-1952.4pp | 1493.59%-1487.9pp | 478.71%-473.0pp |
| Employer contribution / active EE | $1,426 | $3,225-55.8% | $2,961-51.8% | $4,838-70.5% |
| Participant deferral / active EE | $1,876 | $4,673-59.9% | $4,276-56.1% | $6,342-70.4% |
| Admin fee / account holder | $13,349 | $6,755+97.6% | $5,951+124.3% | $12,312+8.4% |