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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 | $37,109 | $176,105-78.9% | $159,474-76.7% | $167,536-77.9% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | -1.80% | 331.91%-333.7pp | 263.68%-265.5pp | 478.82%-480.6pp |
| Employer contribution / active EE | $2,225 | $5,299-58.0% | $4,831-53.9% | $4,839-54.0% |
| Participant deferral / active EE | $5,450 | $7,751-29.7% | $7,353-25.9% | $6,342-14.1% |
| Admin fee / account holder | $383 | $12,559-97.0% | $10,802-96.5% | $12,315-96.9% |