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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 | $30,543 | $167,362-81.8% | $143,799-78.8% | $134,532-77.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -23.10% | 0.47%-23.6pp | -0.04%-23.1pp | 418.27%-441.4pp |
| Employer contribution / active EE | $2,806 | $5,620-50.1% | $4,952-43.3% | $4,741-40.8% |
| Participant deferral / active EE | $7,267 | $6,447+12.7% | $5,638+28.9% | $6,401+13.5% |
| Admin fee / account holder | $309 | $18,094-98.3% | $14,677-97.9% | $11,429-97.3% |