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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 | $49,227 | $52,507-6.2% | $129,406-62.0% | $74,478-33.9% |
| Participation rate | 23.8% | 53.9%-30.1pp | 69.6%-45.8pp | 67.2%-43.4pp |
| Annual return | 11.66% | 15.64%-4.0pp | 9468.18%-9456.5pp | 1370.56%-1358.9pp |
| Employer contribution / active EE | $739 | $1,534-51.8% | $4,155-82.2% | $2,626-71.9% |
| Participant deferral / active EE | $1,527 | $2,801-45.5% | $4,167-63.3% | $4,350-64.9% |
| Admin fee / account holder | $24,043 | $2,639+811.0% | $7,689+212.7% | $1,946+1135.6% |