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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 | $42,581 | $167,362-74.6% | $143,799-70.4% | $134,532-68.3% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -21.39% | 0.47%-21.9pp | -0.04%-21.3pp | 418.27%-439.7pp |
| Employer contribution / active EE | $3,998 | $5,620-28.9% | $4,952-19.3% | $4,741-15.7% |
| Participant deferral / active EE | $6,172 | $6,447-4.3% | $5,638+9.5% | $6,401-3.6% |
| Admin fee / account holder | $1,346 | $18,094-92.6% | $14,677-90.8% | $11,429-88.2% |