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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 | $21,021 | $167,362-87.4% | $143,799-85.4% | $134,532-84.4% |
| Participation rate | 64.7% | 84.8%-20.1pp | 80.3%-15.6pp | 81.2%-16.5pp |
| Annual return | -29.02% | 0.47%-29.5pp | -0.04%-29.0pp | 418.27%-447.3pp |
| Employer contribution / active EE | $1,367 | $5,620-75.7% | $4,952-72.4% | $4,741-71.2% |
| Participant deferral / active EE | $3,039 | $6,447-52.9% | $5,638-46.1% | $6,401-52.5% |
| Admin fee / account holder | $3,195 | $18,094-82.3% | $14,677-78.2% | $11,429-72.0% |