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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 | $41,835 | $52,450-20.2% | $129,384-67.7% | $74,459-43.8% |
| Participation rate | 49.2% | 53.8%-4.7pp | 69.6%-20.5pp | 67.2%-18.1pp |
| Annual return | 11.45% | 15.65%-4.2pp | 9461.77%-9450.3pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $1,528 | $1,532-0.3% | $4,153-63.2% | $2,626-41.8% |
| Participant deferral / active EE | $2,237 | $2,797-20.0% | $4,166-46.3% | $4,350-48.6% |
| Admin fee / account holder | $4,052 | $2,636+53.7% | $7,686-47.3% | $1,945+108.3% |