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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 | $50,846 | $90,486-43.8% | $78,676-35.4% | $273,972-81.4% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | -1.68% | 75.62%-77.3pp | 62.19%-63.9pp | 41.46%-43.1pp |
| Employer contribution / active EE | $821 | $3,175-74.2% | $2,850-71.2% | $4,869-83.1% |
| Participant deferral / active EE | $949 | $3,901-75.7% | $3,517-73.0% | $5,287-82.1% |
| Admin fee / account holder | $18,927 | $5,263+259.6% | $4,510+319.7% | $10,133+86.8% |