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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 | $101,264 | $167,362-39.5% | $143,799-29.6% | $134,532-24.7% |
| Participation rate | 34.8% | 84.8%-50.0pp | 80.3%-45.5pp | 81.2%-46.4pp |
| Annual return | -20.15% | 0.47%-20.6pp | -0.04%-20.1pp | 418.27%-438.4pp |
| Employer contribution / active EE | $1,563 | $5,620-72.2% | $4,952-68.4% | $4,741-67.0% |
| Participant deferral / active EE | $2,785 | $6,447-56.8% | $5,638-50.6% | $6,401-56.5% |
| Admin fee / account holder | $3,880 | $18,094-78.6% | $14,677-73.6% | $11,429-66.1% |