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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 | $84,971 | $167,362-49.2% | $143,799-40.9% | $134,532-36.8% |
| Participation rate | 45.0% | 84.8%-39.8pp | 80.3%-35.3pp | 81.2%-36.2pp |
| Annual return | -21.18% | 0.47%-21.7pp | -0.04%-21.1pp | 418.27%-439.5pp |
| Employer contribution / active EE | $1,392 | $5,620-75.2% | $4,952-71.9% | $4,741-70.6% |
| Participant deferral / active EE | $5,444 | $6,447-15.6% | $5,638-3.4% | $6,401-15.0% |
| Admin fee / account holder | $1,923 | $18,094-89.4% | $14,677-86.9% | $11,429-83.2% |