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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 | $29,338 | $167,362-82.5% | $143,799-79.6% | $134,532-78.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -38.29% | 0.47%-38.8pp | -0.04%-38.2pp | 418.27%-456.6pp |
| Employer contribution / active EE | $6,705 | $5,620+19.3% | $4,952+35.4% | $4,741+41.4% |
| Participant deferral / active EE | $6,705 | $6,447+4.0% | $5,638+18.9% | $6,401+4.8% |
| Admin fee / account holder | $1,817 | $18,094-90.0% | $14,677-87.6% | $11,429-84.1% |