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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 | $55,718 | $167,353-66.7% | $143,797-61.3% | $134,545-58.6% |
| Participation rate | 65.0% | 84.8%-19.8pp | 80.3%-15.3pp | 81.2%-16.2pp |
| Annual return | -21.13% | 0.48%-21.6pp | -0.04%-21.1pp | 418.37%-439.5pp |
| Employer contribution / active EE | $1,899 | $5,620-66.2% | $4,952-61.6% | $4,742-59.9% |
| Participant deferral / active EE | $3,706 | $6,447-42.5% | $5,638-34.3% | $6,401-42.1% |
| Admin fee / account holder | $1,523 | $18,096-91.6% | $14,679-89.6% | $11,431-86.7% |