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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 | $79,277 | $167,353-52.6% | $143,797-44.9% | $134,545-41.1% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -23.00% | 0.48%-23.5pp | -0.04%-23.0pp | 418.37%-441.4pp |
| Employer contribution / active EE | $12,869 | $5,620+129.0% | $4,952+159.9% | $4,742+171.4% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,221 | $18,096-93.3% | $14,679-91.7% | $11,431-89.3% |