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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 | $31,489 | $167,353-81.2% | $143,797-78.1% | $134,545-76.6% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -20.08% | 0.48%-20.6pp | -0.04%-20.0pp | 418.37%-438.4pp |
| Employer contribution / active EE | $1,698 | $5,620-69.8% | $4,952-65.7% | $4,742-64.2% |
| Participant deferral / active EE | $5,879 | $6,447-8.8% | $5,638+4.3% | $6,401-8.2% |
| Admin fee / account holder | $342 | $18,096-98.1% | $14,679-97.7% | $11,431-97.0% |