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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 | $43,799 | $165,399-73.5% | $149,745-70.8% | $158,982-72.5% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 4.99% | 348.34%-343.3pp | 276.72%-271.7pp | 302.99%-298.0pp |
| Employer contribution / active EE | $1,937 | $5,105-62.1% | $4,646-58.3% | $4,763-59.3% |
| Participant deferral / active EE | $2,752 | $7,183-61.7% | $6,843-59.8% | $5,983-54.0% |
| Admin fee / account holder | $180,334 | $10,811+1568.0% | $9,312+1836.6% | $11,252+1502.7% |