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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 | $22,217 | $167,352-86.7% | $143,788-84.5% | $134,509-83.5% |
| Participation rate | 68.2% | 84.8%-16.6pp | 80.3%-12.1pp | 81.2%-13.0pp |
| Annual return | -21.16% | 0.47%-21.6pp | -0.03%-21.1pp | 418.13%-439.3pp |
| Employer contribution / active EE | $1,370 | $5,620-75.6% | $4,952-72.3% | $4,741-71.1% |
| Participant deferral / active EE | $2,538 | $6,447-60.6% | $5,638-55.0% | $6,400-60.3% |
| Admin fee / account holder | $499 | $18,091-97.2% | $14,675-96.6% | $11,427-95.6% |