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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 | $33,836 | $70,121-51.7% | $63,803-47.0% | $138,895-75.6% |
| Participation rate | 50.0% | 77.2%-27.2pp | 72.7%-22.7pp | 79.9%-29.9pp |
| Annual return | 0.19% | 946.48%-946.3pp | 543.72%-543.5pp | 145.39%-145.2pp |
| Employer contribution / active EE | $1,169 | $2,882-59.5% | $2,532-53.9% | $4,194-72.1% |
| Participant deferral / active EE | $3,235 | $4,535-28.7% | $3,843-15.8% | $6,396-49.4% |
| Admin fee / account holder | $26,422 | $6,738+292.2% | $5,196+408.5% | $12,562+110.3% |