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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 | $47,261 | $154,228-69.4% | $145,433-67.5% | $137,256-65.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | -2.22% | 74.59%-76.8pp | 66.58%-68.8pp | 220.34%-222.6pp |
| Employer contribution / active EE | $1,174 | $4,804-75.6% | $4,554-74.2% | $4,156-71.7% |
| Participant deferral / active EE | $2,543 | $8,216-69.1% | $7,897-67.8% | $6,407-60.3% |
| Admin fee / account holder | $38,086 | $14,344+165.5% | $13,129+190.1% | $12,270+210.4% |