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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 | $44,992 | $160,070-71.9% | $147,117-69.4% | $145,897-69.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 1.31% | 98.69%-97.4pp | 420.54%-419.2pp | 552.29%-551.0pp |
| Employer contribution / active EE | $2,189 | $5,285-58.6% | $4,932-55.6% | $4,663-53.1% |
| Participant deferral / active EE | $2,736 | $8,419-67.5% | $8,065-66.1% | $6,689-59.1% |
| Admin fee / account holder | $2,204 | $15,035-85.3% | $12,993-83.0% | $13,390-83.5% |