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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 | $19,248 | $167,353-88.5% | $143,797-86.6% | $134,545-85.7% |
| Participation rate | 26.7% | 84.8%-58.2pp | 80.3%-53.7pp | 81.2%-54.6pp |
| Annual return | -21.02% | 0.48%-21.5pp | -0.04%-21.0pp | 418.37%-439.4pp |
| Employer contribution / active EE | $1,150 | $5,620-79.5% | $4,952-76.8% | $4,742-75.7% |
| Participant deferral / active EE | $2,682 | $6,447-58.4% | $5,638-52.4% | $6,401-58.1% |
| Admin fee / account holder | $1,032 | $18,096-94.3% | $14,679-93.0% | $11,431-91.0% |