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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 | $49,537 | $95,915-48.4% | $79,580-37.8% | $134,532-63.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -20.74% | -2.71%-18.0pp | 0.15%-20.9pp | 418.27%-439.0pp |
| Employer contribution / active EE | $1,136 | $3,129-63.7% | $2,413-52.9% | $4,741-76.0% |
| Participant deferral / active EE | $1,493 | $4,693-68.2% | $3,985-62.5% | $6,401-76.7% |
| Admin fee / account holder | $896 | $9,132-90.2% | $6,835-86.9% | $11,429-92.2% |