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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 | $46,277 | $167,353-72.3% | $143,797-67.8% | $134,545-65.6% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -21.52% | 0.48%-22.0pp | -0.04%-21.5pp | 418.37%-439.9pp |
| Employer contribution / active EE | $2,287 | $5,620-59.3% | $4,952-53.8% | $4,742-51.8% |
| Participant deferral / active EE | $7,130 | $6,447+10.6% | $5,638+26.4% | $6,401+11.4% |
| Admin fee / account holder | $1,645 | $18,096-90.9% | $14,679-88.8% | $11,431-85.6% |