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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 | $49,115 | $131,835-62.7% | $108,582-54.8% | $273,972-82.1% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 1.67% | -91.57%+93.2pp | -51.70%+53.4pp | 41.46%-39.8pp |
| Employer contribution / active EE | $2,530 | $4,913-48.5% | $3,758-32.7% | $4,869-48.0% |
| Participant deferral / active EE | $3,110 | $5,127-39.4% | $4,311-27.9% | $5,287-41.2% |
| Admin fee / account holder | $3,000 | $10,253-70.7% | $7,645-60.8% | $10,133-70.4% |