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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 | $36,045 | $56,431-36.1% | $130,788-72.4% | $87,485-58.8% |
| Participation rate | 50.0% | 58.9%-8.9pp | 70.1%-20.1pp | 68.9%-18.9pp |
| Annual return | 1.27% | 91.27%-90.0pp | 386.44%-385.2pp | 26.06%-24.8pp |
| Employer contribution / active EE | $549 | $1,549-64.6% | $3,558-84.6% | $2,596-78.8% |
| Participant deferral / active EE | $1,767 | $2,749-35.7% | $4,137-57.3% | $4,274-58.6% |
| Admin fee / account holder | $4,880 | $4,433+10.1% | $6,673-26.9% | $7,775-37.2% |