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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 | $70,141 | $93,346-24.9% | $71,796-2.3% | $273,972-74.4% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | -0.77% | 130.39%-131.2pp | 78.04%-78.8pp | 41.46%-42.2pp |
| Employer contribution / active EE | $3,559 | $2,733+30.2% | $1,924+84.9% | $4,869-26.9% |
| Participant deferral / active EE | $1,193 | $3,475-65.7% | $2,794-57.3% | $5,287-77.4% |
| Admin fee / account holder | $537 | $6,571-91.8% | $4,815-88.8% | $10,133-94.7% |