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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 | $154,217 | $176,077-12.4% | $159,455-3.3% | $167,518-7.9% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | -0.17% | 331.83%-332.0pp | 263.63%-263.8pp | 478.71%-478.9pp |
| Employer contribution / active EE | $2,275 | $5,298-57.1% | $4,830-52.9% | $4,838-53.0% |
| Participant deferral / active EE | $4,814 | $7,751-37.9% | $7,353-34.5% | $6,342-24.1% |
| Admin fee / account holder | $692 | $12,556-94.5% | $10,800-93.6% | $12,312-94.4% |