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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 | $47,485 | $72,446-34.5% | $67,561-29.7% | $145,877-67.4% |
| Participation rate | 29.2% | 76.9%-47.7pp | 72.9%-43.7pp | 80.3%-51.1pp |
| Annual return | 6.69% | 7211.98%-7205.3pp | 3525.44%-3518.8pp | 551.28%-544.6pp |
| Employer contribution / active EE | $449 | $3,072-85.4% | $2,735-83.6% | $4,663-90.4% |
| Participant deferral / active EE | $1,258 | $4,785-73.7% | $4,003-68.6% | $6,691-81.2% |
| Admin fee / account holder | $9,055 | $5,541+63.4% | $4,006+126.1% | $13,402-32.4% |