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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 | $52,137 | $167,362-68.8% | $143,799-63.7% | $134,532-61.2% |
| Participation rate | 58.8% | 84.8%-26.0pp | 80.3%-21.5pp | 81.2%-22.4pp |
| Annual return | -23.27% | 0.47%-23.7pp | -0.04%-23.2pp | 418.27%-441.5pp |
| Employer contribution / active EE | $1,569 | $5,620-72.1% | $4,952-68.3% | $4,741-66.9% |
| Participant deferral / active EE | $5,187 | $6,447-19.5% | $5,638-8.0% | $6,401-19.0% |
| Admin fee / account holder | $1,729 | $18,094-90.4% | $14,677-88.2% | $11,429-84.9% |