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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 | $61,687 | $167,362-63.1% | $143,799-57.1% | $134,532-54.1% |
| Participation rate | 44.4% | 84.8%-40.4pp | 80.3%-35.9pp | 81.2%-36.8pp |
| Annual return | -20.10% | 0.47%-20.6pp | -0.04%-20.1pp | 418.27%-438.4pp |
| Employer contribution / active EE | $1,437 | $5,620-74.4% | $4,952-71.0% | $4,741-69.7% |
| Participant deferral / active EE | $3,085 | $6,447-52.2% | $5,638-45.3% | $6,401-51.8% |
| Admin fee / account holder | $4,570 | $18,094-74.7% | $14,677-68.9% | $11,429-60.0% |