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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 | $42,643 | $106,280-59.9% | $96,538-55.8% | $139,487-69.4% |
| Participation rate | 12.5% | 77.8%-65.3pp | 74.3%-61.8pp | 80.3%-67.8pp |
| Annual return | 1.34% | 38.48%-37.1pp | 35.74%-34.4pp | 373.84%-372.5pp |
| Employer contribution / active EE | $812 | $4,107-80.2% | $3,740-78.3% | $4,755-82.9% |
| Participant deferral / active EE | $4,512 | $5,457-17.3% | $4,880-7.6% | $6,713-32.8% |
| Admin fee / account holder | $93,936 | $7,888+1090.9% | $6,737+1294.2% | $11,407+723.5% |