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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 | $46,196 | $176,688-73.9% | $130,660-64.6% | $152,909-69.8% |
| Participation rate | 12.5% | 79.0%-66.5pp | 71.7%-59.2pp | 82.5%-70.0pp |
| Annual return | 4.44% | 2693.08%-2688.6pp | 1709.29%-1704.9pp | 345.46%-341.0pp |
| Employer contribution / active EE | $667 | $5,743-88.4% | $4,092-83.7% | $4,764-86.0% |
| Participant deferral / active EE | $1,561 | $4,362-64.2% | $3,603-56.7% | $5,851-73.3% |
| Admin fee / account holder | $9,457 | $7,131+32.6% | $5,463+73.1% | $11,601-18.5% |