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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 | $46,244 | $167,352-72.4% | $143,788-67.8% | $134,509-65.6% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -21.82% | 0.47%-22.3pp | -0.03%-21.8pp | 418.13%-440.0pp |
| Employer contribution / active EE | $2,446 | $5,620-56.5% | $4,952-50.6% | $4,741-48.4% |
| Participant deferral / active EE | $6,586 | $6,447+2.2% | $5,638+16.8% | $6,400+2.9% |
| Admin fee / account holder | $747 | $18,091-95.9% | $14,675-94.9% | $11,427-93.5% |