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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 | $167,353-72.5% | $143,797-68.0% | $134,545-65.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -29.70% | 0.48%-30.2pp | -0.04%-29.7pp | 418.37%-448.1pp |
| Employer contribution / active EE | $3,912 | $5,620-30.4% | $4,952-21.0% | $4,742-17.5% |
| Participant deferral / active EE | $14,932 | $6,447+131.6% | $5,638+164.8% | $6,401+133.3% |
| Admin fee / account holder | $311 | $18,096-98.3% | $14,679-97.9% | $11,431-97.3% |