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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 | $58,038 | $167,353-65.3% | $143,797-59.6% | $134,545-56.9% |
| Participation rate | 46.2% | 84.8%-38.7pp | 80.3%-34.2pp | 81.2%-35.1pp |
| Annual return | -20.33% | 0.48%-20.8pp | -0.04%-20.3pp | 418.37%-438.7pp |
| Employer contribution / active EE | $1,162 | $5,620-79.3% | $4,952-76.5% | $4,742-75.5% |
| Participant deferral / active EE | $3,601 | $6,447-44.1% | $5,638-36.1% | $6,401-43.7% |
| Admin fee / account holder | $7,859 | $18,096-56.6% | $14,679-46.5% | $11,431-31.2% |