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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 | $50,621 | $135,956-62.8% | $123,894-59.1% | $273,972-81.5% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | -0.13% | 56.63%-56.8pp | 47.52%-47.6pp | 41.46%-41.6pp |
| Employer contribution / active EE | $1,511 | $5,170-70.8% | $4,617-67.3% | $4,869-69.0% |
| Participant deferral / active EE | $2,984 | $6,343-53.0% | $5,984-50.1% | $5,287-43.6% |
| Admin fee / account holder | $412 | $9,817-95.8% | $8,357-95.1% | $10,133-95.9% |