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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 | $22,291 | $167,353-86.7% | $143,797-84.5% | $134,545-83.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -20.26% | 0.48%-20.7pp | -0.04%-20.2pp | 418.37%-438.6pp |
| Employer contribution / active EE | $1,836 | $5,620-67.3% | $4,952-62.9% | $4,742-61.3% |
| Participant deferral / active EE | $3,694 | $6,447-42.7% | $5,638-34.5% | $6,401-42.3% |
| Admin fee / account holder | $2,847 | $18,096-84.3% | $14,679-80.6% | $11,431-75.1% |