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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 | $48,807 | $96,388-49.4% | $80,627-39.5% | $139,466-65.0% |
| Participation rate | 44.4% | 73.6%-29.2pp | 67.0%-22.6pp | 80.3%-35.9pp |
| Annual return | -1.43% | 1352.08%-1353.5pp | 936.76%-938.2pp | 373.66%-375.1pp |
| Employer contribution / active EE | $1,637 | $3,260-49.8% | $2,723-39.9% | $4,754-65.6% |
| Participant deferral / active EE | $2,108 | $5,224-59.6% | $4,443-52.6% | $6,712-68.6% |
| Admin fee / account holder | $4,531 | $6,603-31.4% | $5,381-15.8% | $11,409-60.3% |