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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 | $115,216 | $166,131-30.6% | $164,975-30.2% | $145,877-21.0% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 3.66% | 100.37%-96.7pp | 70.12%-66.5pp | 551.28%-547.6pp |
| Employer contribution / active EE | $1,798 | $5,276-65.9% | $4,343-58.6% | $4,663-61.4% |
| Participant deferral / active EE | $6,961 | $6,9620% | $6,033+15.4% | $6,691+4.0% |
| Admin fee / account holder | $537,123 | $16,648+3126.4% | $12,688+4133.2% | $13,402+3907.7% |