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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 | $133,302 | $167,352-20.3% | $143,788-7.3% | $134,509-0.9% |
| Participation rate | 45.5% | 84.8%-39.4pp | 80.3%-34.9pp | 81.2%-35.8pp |
| Annual return | -22.15% | 0.47%-22.6pp | -0.03%-22.1pp | 418.13%-440.3pp |
| Employer contribution / active EE | $1,284 | $5,620-77.2% | $4,952-74.1% | $4,741-72.9% |
| Participant deferral / active EE | $3,825 | $6,447-40.7% | $5,638-32.2% | $6,400-40.2% |
| Admin fee / account holder | $1,400 | $18,091-92.3% | $14,675-90.5% | $11,427-87.7% |