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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 | $49,732 | $90,486-45.0% | $78,676-36.8% | $273,972-81.8% |
| Participation rate | 12.5% | 76.5%-64.0pp | 73.6%-61.1pp | 83.0%-70.5pp |
| Annual return | -2.35% | 75.62%-78.0pp | 62.19%-64.5pp | 41.46%-43.8pp |
| Employer contribution / active EE | $360 | $3,175-88.7% | $2,850-87.4% | $4,869-92.6% |
| Participant deferral / active EE | $1,250 | $3,901-68.0% | $3,517-64.5% | $5,287-76.4% |
| Admin fee / account holder | $750 | $5,263-85.8% | $4,510-83.4% | $10,133-92.6% |