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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 | $30,549 | $114,013-73.2% | $103,693-70.5% | $155,188-80.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 0.99% | 49.31%-48.3pp | 47.61%-46.6pp | 148.84%-147.8pp |
| Employer contribution / active EE | $1,316 | $3,131-58.0% | $2,920-54.9% | $4,248-69.0% |
| Participant deferral / active EE | $3,342 | $4,970-32.8% | $4,579-27.0% | $6,531-48.8% |
| Admin fee / account holder | $409,894 | $8,407+4775.6% | $7,858+5116.2% | $14,480+2730.8% |