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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 | $80,711 | $106,008-23.9% | $92,240-12.5% | $147,586-45.3% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 0.55% | 50.05%-49.5pp | 176.29%-175.7pp | 578.59%-578.0pp |
| Employer contribution / active EE | $1,651 | $4,333-61.9% | $3,680-55.1% | $4,876-66.2% |
| Participant deferral / active EE | $5,152 | $4,478+15.0% | $3,897+32.2% | $5,439-5.3% |
| Admin fee / account holder | $369 | $6,333-94.2% | $5,194-92.9% | $10,886-96.6% |