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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 | $32,036 | $167,362-80.9% | $143,799-77.7% | $134,532-76.2% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -21.07% | 0.47%-21.5pp | -0.04%-21.0pp | 418.27%-439.3pp |
| Employer contribution / active EE | $1,361 | $5,620-75.8% | $4,952-72.5% | $4,741-71.3% |
| Participant deferral / active EE | $4,556 | $6,447-29.3% | $5,638-19.2% | $6,401-28.8% |
| Admin fee / account holder | $2,910 | $18,094-83.9% | $14,677-80.2% | $11,429-74.5% |