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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 | $108,897-7.1% | $100,378+0.8% | $145,877-30.7% |
| Participation rate | 30.0% | 83.0%-53.0pp | 81.5%-51.5pp | 80.3%-50.3pp |
| Annual return | 0.56% | 58.17%-57.6pp | 49.41%-48.8pp | 551.28%-550.7pp |
| Employer contribution / active EE | $2,727 | $4,420-38.3% | $3,942-30.8% | $4,663-41.5% |
| Participant deferral / active EE | $0 | $8,455-100.0% | $8,087-100.0% | $6,691-100.0% |
| Admin fee / account holder | $117,580 | $9,690+1113.5% | $7,899+1388.5% | $13,402+777.3% |