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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 | $49,756 | $100,139-50.3% | $85,187-41.6% | $145,884-65.9% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 1.75% | 84.15%-82.4pp | 66.67%-64.9pp | 551.85%-550.1pp |
| Employer contribution / active EE | $1,482 | $3,238-54.2% | $2,732-45.8% | $4,662-68.2% |
| Participant deferral / active EE | $1,789 | $5,296-66.2% | $4,525-60.5% | $6,690-73.3% |
| Admin fee / account holder | $5,723 | $7,262-21.2% | $6,162-7.1% | $13,392-57.3% |