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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 | $22,087 | $167,362-86.8% | $143,799-84.6% | $134,532-83.6% |
| Participation rate | 37.5% | 84.8%-47.3pp | 80.3%-42.8pp | 81.2%-43.7pp |
| Annual return | -24.98% | 0.47%-25.5pp | -0.04%-24.9pp | 418.27%-443.3pp |
| Employer contribution / active EE | $1,237 | $5,620-78.0% | $4,952-75.0% | $4,741-73.9% |
| Participant deferral / active EE | $4,656 | $6,447-27.8% | $5,638-17.4% | $6,401-27.3% |
| Admin fee / account holder | $850 | $18,094-95.3% | $14,677-94.2% | $11,429-92.6% |