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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 | $40,716 | $72,071-43.5% | $68,368-40.4% | $137,256-70.3% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 2.50% | 353.14%-350.6pp | 292.57%-290.1pp | 220.34%-217.8pp |
| Employer contribution / active EE | $821 | $2,788-70.5% | $2,649-69.0% | $4,156-80.2% |
| Participant deferral / active EE | $945 | $4,410-78.6% | $4,123-77.1% | $6,407-85.3% |
| Admin fee / account holder | $215,008 | $5,336+3929.7% | $5,150+4075.1% | $12,270+1652.3% |