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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 | $16,108 | $109,908-85.3% | $97,161-83.4% | $145,978-89.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 2.74% | 243.80%-241.1pp | 75.36%-72.6pp | 550.52%-547.8pp |
| Employer contribution / active EE | $684 | $3,077-77.8% | $2,723-74.9% | $4,662-85.3% |
| Participant deferral / active EE | $992 | $4,679-78.8% | $4,265-76.7% | $6,690-85.2% |
| Admin fee / account holder | $94,014 | $6,213+1413.3% | $5,647+1564.8% | $13,400+601.6% |