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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 | $53,254 | $102,595-48.1% | $94,057-43.4% | $154,746-65.6% |
| Participation rate | 55.6% | 76.0%-20.4pp | 73.3%-17.8pp | 80.7%-25.1pp |
| Annual return | 0.47% | 583.42%-582.9pp | 480.62%-480.1pp | 172.34%-171.9pp |
| Employer contribution / active EE | $1,405 | $3,147-55.4% | $2,933-52.1% | $4,379-67.9% |
| Participant deferral / active EE | $4,872 | $5,118-4.8% | $4,709+3.5% | $6,730-27.6% |
| Admin fee / account holder | $70,805 | $7,736+815.3% | $7,244+877.4% | $14,365+392.9% |