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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 | $74,672 | $167,353-55.4% | $143,797-48.1% | $134,545-44.5% |
| Participation rate | 27.3% | 84.8%-57.5pp | 80.3%-53.0pp | 81.2%-54.0pp |
| Annual return | -21.47% | 0.48%-21.9pp | -0.04%-21.4pp | 418.37%-439.8pp |
| Employer contribution / active EE | $5,332 | $5,620-5.1% | $4,952+7.7% | $4,742+12.5% |
| Participant deferral / active EE | $3,093 | $6,447-52.0% | $5,638-45.2% | $6,401-51.7% |
| Admin fee / account holder | $7,396 | $18,096-59.1% | $14,679-49.6% | $11,431-35.3% |