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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 | $44,466 | $95,188-53.3% | $76,518-41.9% | $135,380-67.2% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -14.69% | 4.85%-19.5pp | -0.27%-14.4pp | 519.81%-534.5pp |
| Employer contribution / active EE | $1,551 | $3,303-53.0% | $2,647-41.4% | $4,779-67.6% |
| Participant deferral / active EE | $12,333 | $4,640+165.8% | $3,836+221.5% | $5,609+119.9% |
| Admin fee / account holder | $1,107 | $6,249-82.3% | $4,849-77.2% | $10,828-89.8% |