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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 | $36,873 | $90,486-59.2% | $78,676-53.1% | $273,972-86.5% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | -0.31% | 75.62%-75.9pp | 62.19%-62.5pp | 41.46%-41.8pp |
| Employer contribution / active EE | $335 | $3,175-89.5% | $2,850-88.2% | $4,869-93.1% |
| Participant deferral / active EE | $800 | $3,901-79.5% | $3,517-77.2% | $5,287-84.9% |
| Admin fee / account holder | $621 | $5,263-88.2% | $4,510-86.2% | $10,133-93.9% |