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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 | $43,845 | $167,362-73.8% | $143,799-69.5% | $134,532-67.4% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -29.70% | 0.47%-30.2pp | -0.04%-29.7pp | 418.27%-448.0pp |
| Employer contribution / active EE | $2,066 | $5,620-63.2% | $4,952-58.3% | $4,741-56.4% |
| Participant deferral / active EE | $4,688 | $6,447-27.3% | $5,638-16.9% | $6,401-26.8% |
| Admin fee / account holder | $1,857 | $18,094-89.7% | $14,677-87.4% | $11,429-83.8% |