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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 | $109,908-55.1% | $97,161-49.2% | $145,978-66.2% |
| Participation rate | 35.7% | 75.9%-40.2pp | 72.7%-37.0pp | 80.3%-44.6pp |
| Annual return | -3.63% | 243.80%-247.4pp | 75.36%-79.0pp | 550.52%-554.2pp |
| Employer contribution / active EE | $936 | $3,077-69.6% | $2,723-65.6% | $4,662-79.9% |
| Participant deferral / active EE | $1,462 | $4,679-68.8% | $4,265-65.7% | $6,690-78.1% |
| Admin fee / account holder | $32,620 | $6,213+425.1% | $5,647+477.6% | $13,400+143.4% |