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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 | $43,726 | $167,352-73.9% | $143,788-69.6% | $134,509-67.5% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -22.38% | 0.47%-22.9pp | -0.03%-22.4pp | 418.13%-440.5pp |
| Employer contribution / active EE | $3,173 | $5,620-43.5% | $4,952-35.9% | $4,741-33.1% |
| Participant deferral / active EE | $8,052 | $6,447+24.9% | $5,638+42.8% | $6,400+25.8% |
| Admin fee / account holder | $8,528 | $18,091-52.9% | $14,675-41.9% | $11,427-25.4% |