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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 | $81,012 | $111,814-27.5% | $103,374-21.6% | $145,959-44.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | -1.18% | 24.77%-26.0pp | 24.89%-26.1pp | 561.95%-563.1pp |
| Employer contribution / active EE | $1,250 | $4,214-70.3% | $3,869-67.7% | $4,661-73.2% |
| Participant deferral / active EE | $5,387 | $5,618-4.1% | $5,058+6.5% | $6,689-19.5% |
| Admin fee / account holder | $25,404 | $9,754+160.4% | $8,394+202.6% | $13,398+89.6% |