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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 | $96,008 | $167,353-42.6% | $143,797-33.2% | $134,545-28.6% |
| Participation rate | 55.6% | 84.8%-29.3pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -37.18% | 0.48%-37.7pp | -0.04%-37.1pp | 418.37%-455.6pp |
| Employer contribution / active EE | $1,582 | $5,620-71.8% | $4,952-68.1% | $4,742-66.6% |
| Participant deferral / active EE | $3,586 | $6,447-44.4% | $5,638-36.4% | $6,401-44.0% |
| Admin fee / account holder | $1,987 | $18,096-89.0% | $14,679-86.5% | $11,431-82.6% |