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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 | $48,455 | $180,749-73.2% | $160,784-69.9% | $137,256-64.7% |
| Participation rate | 40.0% | 80.0%-40.0pp | 77.0%-37.0pp | 80.0%-40.0pp |
| Annual return | 4.45% | 2234.46%-2230.0pp | 1803.92%-1799.5pp | 220.34%-215.9pp |
| Employer contribution / active EE | $1,994 | $4,155-52.0% | $3,733-46.6% | $4,156-52.0% |
| Participant deferral / active EE | $5,417 | $6,844-20.9% | $6,293-13.9% | $6,407-15.5% |
| Admin fee / account holder | $170,788 | $10,397+1542.7% | $9,717+1657.6% | $12,270+1291.9% |