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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 | $101,163 | $108,911-7.1% | $100,392+0.8% | $145,884-30.7% |
| Participation rate | 30.0% | 83.0%-53.0pp | 81.5%-51.5pp | 80.3%-50.3pp |
| Annual return | 0.56% | 58.23%-57.7pp | 49.45%-48.9pp | 551.85%-551.3pp |
| Employer contribution / active EE | $2,727 | $4,420-38.3% | $3,941-30.8% | $4,662-41.5% |
| Participant deferral / active EE | $0 | $8,459-100.0% | $8,090-100.0% | $6,690-100.0% |
| Admin fee / account holder | $117,580 | $9,698+1112.4% | $7,904+1387.6% | $13,392+778.0% |