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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 | $57,149 | $167,352-65.9% | $143,788-60.3% | $134,509-57.5% |
| Participation rate | 68.2% | 84.8%-16.6pp | 80.3%-12.1pp | 81.2%-13.0pp |
| Annual return | -20.56% | 0.47%-21.0pp | -0.03%-20.5pp | 418.13%-438.7pp |
| Employer contribution / active EE | $2,078 | $5,620-63.0% | $4,952-58.0% | $4,741-56.2% |
| Participant deferral / active EE | $4,067 | $6,447-36.9% | $5,638-27.9% | $6,400-36.5% |
| Admin fee / account holder | $490 | $18,091-97.3% | $14,675-96.7% | $11,427-95.7% |