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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 | $80,104 | $167,362-52.1% | $143,799-44.3% | $134,532-40.5% |
| Participation rate | 55.6% | 84.8%-29.3pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -24.74% | 0.47%-25.2pp | -0.04%-24.7pp | 418.27%-443.0pp |
| Employer contribution / active EE | $1,803 | $5,620-67.9% | $4,952-63.6% | $4,741-62.0% |
| Participant deferral / active EE | $3,561 | $6,447-44.8% | $5,638-36.8% | $6,401-44.4% |
| Admin fee / account holder | $543 | $18,094-97.0% | $14,677-96.3% | $11,429-95.2% |