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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 | $49,733 | $167,352-70.3% | $143,788-65.4% | $134,509-63.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -24.08% | 0.47%-24.5pp | -0.03%-24.0pp | 418.13%-442.2pp |
| Employer contribution / active EE | $1,198 | $5,620-78.7% | $4,952-75.8% | $4,741-74.7% |
| Participant deferral / active EE | $2,358 | $6,447-63.4% | $5,638-58.2% | $6,400-63.2% |
| Admin fee / account holder | $578 | $18,091-96.8% | $14,675-96.1% | $11,427-94.9% |