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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 | $55,174 | $77,638-28.9% | $156,551-64.8% | $62,881-12.3% |
| Participation rate | 34.1% | 71.2%-37.1pp | 84.0%-49.9pp | 69.3%-35.2pp |
| Annual return | -2.69% | 50.33%-53.0pp | 32.23%-34.9pp | 20.14%-22.8pp |
| Employer contribution / active EE | $454 | $3,444-86.8% | $5,501-91.7% | $2,281-80.1% |
| Participant deferral / active EE | $1,975 | $3,046-35.2% | $4,871-59.5% | $3,203-38.3% |
| Admin fee / account holder | $2,516 | $5,561-54.8% | $13,028-80.7% | $4,296-41.4% |