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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 | $27,892 | $167,353-83.3% | $143,797-80.6% | $134,545-79.3% |
| Participation rate | 55.6% | 84.8%-29.3pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -20.08% | 0.48%-20.6pp | -0.04%-20.0pp | 418.37%-438.4pp |
| Employer contribution / active EE | $1,273 | $5,620-77.3% | $4,952-74.3% | $4,742-73.1% |
| Participant deferral / active EE | $5,075 | $6,447-21.3% | $5,638-10.0% | $6,401-20.7% |
| Admin fee / account holder | $1,342 | $18,096-92.6% | $14,679-90.9% | $11,431-88.3% |