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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 | $144,683 | $76,608+88.9% | $56,077+158.0% | $145,877-0.8% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 0.43% | 3009.59%-3009.2pp | 1709.28%-1708.9pp | 551.28%-550.9pp |
| Employer contribution / active EE | $938 | $1,382-32.1% | $1,040-9.9% | $4,663-79.9% |
| Participant deferral / active EE | $938 | $2,624-64.3% | $1,954-52.0% | $6,691-86.0% |
| Admin fee / account holder | $15,250 | $3,325+358.6% | $2,825+439.8% | $13,402+13.8% |