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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 | $41,188 | $76,785-46.4% | $56,441-27.0% | $145,959-71.8% |
| Participation rate | 54.5% | 63.2%-8.7pp | 52.5%+2.0pp | 80.3%-25.7pp |
| Annual return | 0.42% | 3000.51%-3000.1pp | 1704.21%-1703.8pp | 561.95%-561.5pp |
| Employer contribution / active EE | $1,314 | $1,381-4.8% | $1,039+26.4% | $4,661-71.8% |
| Participant deferral / active EE | $1,823 | $2,624-30.5% | $1,953-6.7% | $6,689-72.8% |
| Admin fee / account holder | $19,005 | $3,334+470.0% | $2,829+571.7% | $13,398+41.8% |