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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 | $43,272 | $167,352-74.1% | $143,788-69.9% | $134,509-67.8% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -20.57% | 0.47%-21.0pp | -0.03%-20.5pp | 418.13%-438.7pp |
| Employer contribution / active EE | $1,766 | $5,620-68.6% | $4,952-64.3% | $4,741-62.7% |
| Participant deferral / active EE | $3,521 | $6,447-45.4% | $5,638-37.5% | $6,400-45.0% |
| Admin fee / account holder | $495 | $18,091-97.3% | $14,675-96.6% | $11,427-95.7% |