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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 | $50,211 | $167,362-70.0% | $143,799-65.1% | $134,532-62.7% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -20.77% | 0.47%-21.2pp | -0.04%-20.7pp | 418.27%-439.0pp |
| Employer contribution / active EE | $6,110 | $5,620+8.7% | $4,952+23.4% | $4,741+28.9% |
| Participant deferral / active EE | $10,659 | $6,447+65.3% | $5,638+89.0% | $6,401+66.5% |
| Admin fee / account holder | $9,765 | $18,094-46.0% | $14,677-33.5% | $11,429-14.6% |