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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 | $70,284 | $180,749-61.1% | $160,784-56.3% | $137,256-48.8% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 9.86% | 2234.46%-2224.6pp | 1803.92%-1794.1pp | 220.34%-210.5pp |
| Employer contribution / active EE | $494 | $4,155-88.1% | $3,733-86.8% | $4,156-88.1% |
| Participant deferral / active EE | $3,659 | $6,844-46.5% | $6,293-41.9% | $6,407-42.9% |
| Admin fee / account holder | $30,103 | $10,397+189.5% | $9,717+209.8% | $12,270+145.3% |