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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 | $26,184 | $167,352-84.4% | $143,788-81.8% | $134,509-80.5% |
| Participation rate | 37.5% | 84.8%-47.3pp | 80.3%-42.8pp | 81.2%-43.7pp |
| Annual return | -21.00% | 0.47%-21.5pp | -0.03%-21.0pp | 418.13%-439.1pp |
| Employer contribution / active EE | $2,223 | $5,620-60.4% | $4,952-55.1% | $4,741-53.1% |
| Participant deferral / active EE | $4,292 | $6,447-33.4% | $5,638-23.9% | $6,400-32.9% |
| Admin fee / account holder | $1,289 | $18,091-92.9% | $14,675-91.2% | $11,427-88.7% |