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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 | $80,461 | $129,476-37.9% | $93,515-14.0% | $158,982-49.4% |
| Participation rate | 40.0% | 71.0%-31.0pp | 66.8%-26.8pp | 82.0%-42.0pp |
| Annual return | 0.22% | 118.56%-118.3pp | 78.21%-78.0pp | 302.99%-302.8pp |
| Employer contribution / active EE | $1,592 | $2,717-41.4% | $2,077-23.4% | $4,763-66.6% |
| Participant deferral / active EE | $2,892 | $3,916-26.1% | $3,129-7.6% | $5,983-51.7% |
| Admin fee / account holder | $1,763 | $7,396-76.2% | $5,235-66.3% | $11,252-84.3% |