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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 | $102,385-57.1% | $147,080-70.1% | $80,935-45.7% |
| Participation rate | 65.1% | 75.9%-10.8pp | 82.2%-17.1pp | 67.7%-2.6pp |
| Annual return | 0.71% | 135.09%-134.4pp | 420.17%-419.5pp | 35.66%-35.0pp |
| Employer contribution / active EE | $1,881 | $3,717-49.4% | $4,933-61.9% | $2,757-31.8% |
| Participant deferral / active EE | $3,896 | $6,651-41.4% | $8,066-51.7% | $4,299-9.4% |
| Admin fee / account holder | $15,281 | $7,951+92.2% | $12,989+17.7% | $6,924+120.7% |