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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 | $62,247 | $167,352-62.8% | $143,788-56.7% | $134,509-53.7% |
| Participation rate | 42.9% | 84.8%-42.0pp | 80.3%-37.5pp | 81.2%-38.4pp |
| Annual return | -21.20% | 0.47%-21.7pp | -0.03%-21.2pp | 418.13%-439.3pp |
| Employer contribution / active EE | $2,967 | $5,620-47.2% | $4,952-40.1% | $4,741-37.4% |
| Participant deferral / active EE | $6,912 | $6,447+7.2% | $5,638+22.6% | $6,400+8.0% |
| Admin fee / account holder | $601 | $18,091-96.7% | $14,675-95.9% | $11,427-94.7% |