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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 | $57,698 | $142,409-59.5% | $119,634-51.8% | $134,545-57.1% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -22.05% | -12.46%-9.6pp | -14.98%-7.1pp | 418.37%-440.4pp |
| Employer contribution / active EE | $1,398 | $5,224-73.2% | $4,232-67.0% | $4,742-70.5% |
| Participant deferral / active EE | $2,130 | $6,468-67.1% | $5,601-62.0% | $6,401-66.7% |
| Admin fee / account holder | $1,624 | $13,594-88.1% | $10,329-84.3% | $11,431-85.8% |