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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 | $36,696 | $167,352-78.1% | $143,788-74.5% | $134,509-72.7% |
| Participation rate | 31.3% | 84.8%-53.6pp | 80.3%-49.1pp | 81.2%-50.0pp |
| Annual return | -20.38% | 0.47%-20.9pp | -0.03%-20.4pp | 418.13%-438.5pp |
| Employer contribution / active EE | $1,868 | $5,620-66.8% | $4,952-62.3% | $4,741-60.6% |
| Participant deferral / active EE | $3,085 | $6,447-52.2% | $5,638-45.3% | $6,400-51.8% |
| Admin fee / account holder | $481 | $18,091-97.3% | $14,675-96.7% | $11,427-95.8% |