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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 | $45,953 | $167,323-72.5% | $143,770-68.0% | $134,493-65.8% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -29.70% | 0.47%-30.2pp | -0.04%-29.7pp | 418.01%-447.7pp |
| Employer contribution / active EE | $3,912 | $5,619-30.4% | $4,951-21.0% | $4,740-17.5% |
| Participant deferral / active EE | $14,932 | $6,446+131.6% | $5,638+164.9% | $6,400+133.3% |
| Admin fee / account holder | $311 | $18,088-98.3% | $14,673-97.9% | $11,425-97.3% |