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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 | $65,961-45.4% | $180,320-80.0% | $94,015-61.7% |
| Participation rate | 50.0% | 61.3%-11.3pp | 71.5%-21.5pp | 70.8%-20.8pp |
| Annual return | 1.27% | 14.27%-13.0pp | 778.54%-777.3pp | 17.84%-16.6pp |
| Employer contribution / active EE | $549 | $1,737-68.4% | $4,108-86.6% | $2,790-80.3% |
| Participant deferral / active EE | $1,767 | $3,003-41.2% | $4,304-58.9% | $4,249-58.4% |
| Admin fee / account holder | $4,880 | $4,901-0.4% | $10,000-51.2% | $8,951-45.5% |