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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 | $43,968 | $102,382-57.1% | $147,005-70.1% | $80,874-45.6% |
| Participation rate | 65.1% | 75.8%-10.8pp | 82.2%-17.1pp | 67.6%-2.6pp |
| Annual return | 0.71% | 134.89%-134.2pp | 418.76%-418.1pp | 35.62%-34.9pp |
| Employer contribution / active EE | $1,881 | $3,715-49.4% | $4,934-61.9% | $2,756-31.8% |
| Participant deferral / active EE | $3,896 | $6,646-41.4% | $8,070-51.7% | $4,297-9.3% |
| Admin fee / account holder | $15,281 | $7,942+92.4% | $13,006+17.5% | $6,935+120.3% |