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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 | $65,230 | $167,353-61.0% | $143,797-54.6% | $134,545-51.5% |
| Participation rate | 54.5% | 84.8%-30.3pp | 80.3%-25.8pp | 81.2%-26.7pp |
| Annual return | -23.05% | 0.48%-23.5pp | -0.04%-23.0pp | 418.37%-441.4pp |
| Employer contribution / active EE | $1,784 | $5,620-68.3% | $4,952-64.0% | $4,742-62.4% |
| Participant deferral / active EE | $2,152 | $6,447-66.6% | $5,638-61.8% | $6,401-66.4% |
| Admin fee / account holder | $639 | $18,096-96.5% | $14,679-95.6% | $11,431-94.4% |