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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 | $25,056 | $90,509-72.3% | $78,693-68.2% | $273,968-90.9% |
| Participation rate | 47.4% | 76.5%-29.2pp | 73.6%-26.2pp | 83.0%-35.6pp |
| Annual return | -0.55% | 75.61%-76.2pp | 62.18%-62.7pp | 41.45%-42.0pp |
| Employer contribution / active EE | $1,467 | $3,175-53.8% | $2,850-48.5% | $4,869-69.9% |
| Participant deferral / active EE | $2,490 | $3,901-36.2% | $3,517-29.2% | $5,287-52.9% |
| Admin fee / account holder | $17,072 | $5,264+224.3% | $4,511+278.5% | $10,132+68.5% |