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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 | $45,499 | $135,956-66.5% | $123,894-63.3% | $273,972-83.4% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | -5.28% | 56.63%-61.9pp | 47.52%-52.8pp | 41.46%-46.7pp |
| Employer contribution / active EE | $1,310 | $5,170-74.7% | $4,617-71.6% | $4,869-73.1% |
| Participant deferral / active EE | $2,958 | $6,343-53.4% | $5,984-50.6% | $5,287-44.1% |
| Admin fee / account holder | $2,072 | $9,817-78.9% | $8,357-75.2% | $10,133-79.6% |