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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 | $56,461 | $83,337-32.2% | $67,834-16.8% | $273,972-79.4% |
| Participation rate | 50.0% | 76.4%-26.4pp | 68.8%-18.8pp | 83.0%-33.0pp |
| Annual return | -0.76% | 259.45%-260.2pp | 138.47%-139.2pp | 41.46%-42.2pp |
| Employer contribution / active EE | $972 | $3,287-70.4% | $2,403-59.6% | $4,869-80.0% |
| Participant deferral / active EE | $1,215 | $4,088-70.3% | $3,160-61.6% | $5,287-77.0% |
| Admin fee / account holder | $482 | $6,752-92.9% | $4,622-89.6% | $10,133-95.2% |