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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 | $27,816 | $113,935-75.6% | $94,224-70.5% | $125,393-77.8% |
| Participation rate | 68.8% | 82.9%-14.1pp | 78.8%-10.0pp | 83.2%-14.4pp |
| Annual return | -5.03% | 5.29%-10.3pp | 10.68%-15.7pp | 282.23%-287.3pp |
| Employer contribution / active EE | $1,238 | $4,727-73.8% | $3,587-65.5% | $4,866-74.6% |
| Participant deferral / active EE | $2,698 | $5,179-47.9% | $4,320-37.5% | $5,351-49.6% |
| Admin fee / account holder | $2,838 | $8,391-66.2% | $6,269-54.7% | $9,541-70.3% |