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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 | $45,904 | $167,352-72.6% | $143,788-68.1% | $134,509-65.9% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -33.55% | 0.47%-34.0pp | -0.03%-33.5pp | 418.13%-451.7pp |
| Employer contribution / active EE | $2,374 | $5,620-57.8% | $4,952-52.1% | $4,741-49.9% |
| Participant deferral / active EE | $5,041 | $6,447-21.8% | $5,638-10.6% | $6,400-21.2% |
| Admin fee / account holder | $13,114 | $18,091-27.5% | $14,675-10.6% | $11,427+14.8% |