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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 | $41,167 | $165,381-75.1% | $149,730-72.5% | $158,966-74.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 0.44% | 348.29%-347.9pp | 276.70%-276.3pp | 302.95%-302.5pp |
| Employer contribution / active EE | $1,034 | $5,104-79.7% | $4,645-77.7% | $4,762-78.3% |
| Participant deferral / active EE | $2,700 | $7,182-62.4% | $6,843-60.5% | $5,983-54.9% |
| Admin fee / account holder | $263,033 | $10,809+2333.4% | $9,310+2725.1% | $11,250+2238.1% |