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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 | $68,994 | $72,071-4.3% | $68,368+0.9% | $137,256-49.7% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 1.53% | 353.14%-351.6pp | 292.57%-291.0pp | 220.34%-218.8pp |
| Employer contribution / active EE | $1,431 | $2,788-48.7% | $2,649-46.0% | $4,156-65.6% |
| Participant deferral / active EE | $2,135 | $4,410-51.6% | $4,123-48.2% | $6,407-66.7% |
| Admin fee / account holder | $117,276 | $5,336+2098.0% | $5,150+2177.3% | $12,270+855.8% |