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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 | $107,416 | $167,362-35.8% | $143,799-25.3% | $134,532-20.2% |
| Participation rate | 45.5% | 84.8%-39.4pp | 80.3%-34.9pp | 81.2%-35.8pp |
| Annual return | -22.74% | 0.47%-23.2pp | -0.04%-22.7pp | 418.27%-441.0pp |
| Employer contribution / active EE | $1,540 | $5,620-72.6% | $4,952-68.9% | $4,741-67.5% |
| Participant deferral / active EE | $6,268 | $6,447-2.8% | $5,638+11.2% | $6,401-2.1% |
| Admin fee / account holder | $1,456 | $18,094-92.0% | $14,677-90.1% | $11,429-87.3% |