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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 | $43,462 | $110,039-60.5% | $97,260-55.3% | $145,884-70.2% |
| Participation rate | 40.0% | 75.9%-35.9pp | 72.7%-32.7pp | 80.3%-40.3pp |
| Annual return | 2.76% | 244.44%-241.7pp | 75.54%-72.8pp | 551.85%-549.1pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,393 | $4,674+36.8% | $4,262+50.0% | $6,690-4.4% |
| Admin fee / account holder | $73,875 | $6,204+1090.9% | $5,640+1209.9% | $13,392+451.6% |