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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 | $63,461 | $100,203-36.7% | $85,240-25.5% | $145,897-56.5% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 4.17% | 84.28%-80.1pp | 66.75%-62.6pp | 552.29%-548.1pp |
| Employer contribution / active EE | $810 | $3,242-75.0% | $2,735-70.4% | $4,663-82.6% |
| Participant deferral / active EE | $1,151 | $5,299-78.3% | $4,527-74.6% | $6,689-82.8% |
| Admin fee / account holder | $91,775 | $7,265+1163.2% | $6,165+1388.7% | $13,390+585.4% |