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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 | $31,374 | $142,392-78.0% | $119,622-73.8% | $134,532-76.7% |
| Participation rate | 62.5% | 82.8%-20.3pp | 79.3%-16.8pp | 81.2%-18.7pp |
| Annual return | -20.63% | -12.46%-8.2pp | -14.98%-5.7pp | 418.27%-438.9pp |
| Employer contribution / active EE | $1,399 | $5,224-73.2% | $4,232-66.9% | $4,741-70.5% |
| Participant deferral / active EE | $6,814 | $6,467+5.4% | $5,601+21.7% | $6,401+6.5% |
| Admin fee / account holder | $3,053 | $13,593-77.5% | $10,328-70.4% | $11,429-73.3% |