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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 | $21,781 | $167,362-87.0% | $143,799-84.9% | $134,532-83.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -27.25% | 0.47%-27.7pp | -0.04%-27.2pp | 418.27%-445.5pp |
| Employer contribution / active EE | $2,203 | $5,620-60.8% | $4,952-55.5% | $4,741-53.5% |
| Participant deferral / active EE | $5,497 | $6,447-14.7% | $5,638-2.5% | $6,401-14.1% |
| Admin fee / account holder | $459 | $18,094-97.5% | $14,677-96.9% | $11,429-96.0% |