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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 | $24,496 | $167,362-85.4% | $143,799-83.0% | $134,532-81.8% |
| Participation rate | 45.5% | 84.8%-39.4pp | 80.3%-34.9pp | 81.2%-35.8pp |
| Annual return | -20.73% | 0.47%-21.2pp | -0.04%-20.7pp | 418.27%-439.0pp |
| Employer contribution / active EE | $1,984 | $5,620-64.7% | $4,952-59.9% | $4,741-58.2% |
| Participant deferral / active EE | $4,492 | $6,447-30.3% | $5,638-20.3% | $6,401-29.8% |
| Admin fee / account holder | $1,265 | $18,094-93.0% | $14,677-91.4% | $11,429-88.9% |