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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 | $99,003 | $125,190-20.9% | $105,624-6.3% | $145,897-32.1% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 2.11% | 225.22%-223.1pp | 116.20%-114.1pp | 552.29%-550.2pp |
| Employer contribution / active EE | $2,049 | $3,720-44.9% | $3,168-35.3% | $4,663-56.0% |
| Participant deferral / active EE | $2,049 | $5,716-64.1% | $5,013-59.1% | $6,689-69.4% |
| Admin fee / account holder | $417,964 | $17,138+2338.8% | $10,961+3713.0% | $13,390+3021.4% |