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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 | $45,139 | $167,353-73.0% | $143,797-68.6% | $134,545-66.5% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -20.54% | 0.48%-21.0pp | -0.04%-20.5pp | 418.37%-438.9pp |
| Employer contribution / active EE | $1,926 | $5,620-65.7% | $4,952-61.1% | $4,742-59.4% |
| Participant deferral / active EE | $3,892 | $6,447-39.6% | $5,638-31.0% | $6,401-39.2% |
| Admin fee / account holder | $712 | $18,096-96.1% | $14,679-95.2% | $11,431-93.8% |