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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 | $58,845 | $167,362-64.8% | $143,799-59.1% | $134,532-56.3% |
| Participation rate | 64.3% | 84.8%-20.5pp | 80.3%-16.0pp | 81.2%-16.9pp |
| Annual return | -21.75% | 0.47%-22.2pp | -0.04%-21.7pp | 418.27%-440.0pp |
| Employer contribution / active EE | $1,179 | $5,620-79.0% | $4,952-76.2% | $4,741-75.1% |
| Participant deferral / active EE | $3,244 | $6,447-49.7% | $5,638-42.5% | $6,401-49.3% |
| Admin fee / account holder | $688 | $18,094-96.2% | $14,677-95.3% | $11,429-94.0% |