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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 | $58,951 | $167,352-64.8% | $143,788-59.0% | $134,509-56.2% |
| Participation rate | 54.5% | 84.8%-30.3pp | 80.3%-25.8pp | 81.2%-26.7pp |
| Annual return | -23.81% | 0.47%-24.3pp | -0.03%-23.8pp | 418.13%-441.9pp |
| Employer contribution / active EE | $1,295 | $5,620-77.0% | $4,952-73.8% | $4,741-72.7% |
| Participant deferral / active EE | $4,332 | $6,447-32.8% | $5,638-23.2% | $6,400-32.3% |
| Admin fee / account holder | $1,091 | $18,091-94.0% | $14,675-92.6% | $11,427-90.5% |