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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 | $67,933 | $99,652-31.8% | $78,778-13.8% | $147,586-54.0% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.2%-9.2pp | 82.8%-22.8pp |
| Annual return | 3.93% | 47.28%-43.4pp | 35.62%-31.7pp | 578.59%-574.7pp |
| Employer contribution / active EE | $1,200 | $2,796-57.1% | $1,986-39.6% | $4,876-75.4% |
| Participant deferral / active EE | $3,600 | $3,664-1.7% | $2,958+21.7% | $5,439-33.8% |
| Admin fee / account holder | $214,302 | $7,155+2895.0% | $5,134+4074.3% | $10,886+1868.6% |