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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 | $46,022 | $52,450-12.3% | $129,384-64.4% | $74,459-38.2% |
| Participation rate | 40.7% | 53.8%-13.1pp | 69.6%-28.9pp | 67.2%-26.5pp |
| Annual return | 9.34% | 15.65%-6.3pp | 9461.77%-9452.4pp | 1369.70%-1360.4pp |
| Employer contribution / active EE | $1,252 | $1,532-18.3% | $4,153-69.9% | $2,626-52.3% |
| Participant deferral / active EE | $2,051 | $2,797-26.7% | $4,166-50.8% | $4,350-52.9% |
| Admin fee / account holder | $14,748 | $2,636+459.5% | $7,686+91.9% | $1,945+658.3% |