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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 | $44,680 | $142,392-68.6% | $119,622-62.6% | $134,532-66.8% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -20.35% | -12.46%-7.9pp | -14.98%-5.4pp | 418.27%-438.6pp |
| Employer contribution / active EE | $2,660 | $5,224-49.1% | $4,232-37.2% | $4,741-43.9% |
| Participant deferral / active EE | $10,222 | $6,467+58.1% | $5,601+82.5% | $6,401+59.7% |
| Admin fee / account holder | $514 | $13,593-96.2% | $10,328-95.0% | $11,429-95.5% |