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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 | $49,341 | $109,904-55.1% | $97,167-49.2% | $145,959-66.2% |
| Participation rate | 35.7% | 75.9%-40.2pp | 72.7%-37.0pp | 80.3%-44.6pp |
| Annual return | -3.63% | 243.43%-247.1pp | 75.27%-78.9pp | 561.95%-565.6pp |
| Employer contribution / active EE | $936 | $3,084-69.6% | $2,729-65.7% | $4,661-79.9% |
| Participant deferral / active EE | $1,462 | $4,676-68.7% | $4,264-65.7% | $6,689-78.1% |
| Admin fee / account holder | $32,620 | $6,216+424.8% | $5,650+477.3% | $13,398+143.5% |