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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 | $19,716 | $90,486-78.2% | $78,676-74.9% | $273,972-92.8% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | -4.10% | 75.62%-79.7pp | 62.19%-66.3pp | 41.46%-45.6pp |
| Employer contribution / active EE | $3,631 | $3,175+14.3% | $2,850+27.4% | $4,869-25.4% |
| Participant deferral / active EE | $3,957 | $3,901+1.4% | $3,517+12.5% | $5,287-25.2% |
| Admin fee / account holder | $280,216 | $5,263+5224.0% | $4,510+6113.2% | $10,133+2665.5% |