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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 | $70,848 | $167,362-57.7% | $143,799-50.7% | $134,532-47.3% |
| Participation rate | 27.8% | 84.8%-57.0pp | 80.3%-52.5pp | 81.2%-53.5pp |
| Annual return | -25.03% | 0.47%-25.5pp | -0.04%-25.0pp | 418.27%-443.3pp |
| Employer contribution / active EE | $1,894 | $5,620-66.3% | $4,952-61.8% | $4,741-60.1% |
| Participant deferral / active EE | $2,515 | $6,447-61.0% | $5,638-55.4% | $6,401-60.7% |
| Admin fee / account holder | $1,014 | $18,094-94.4% | $14,677-93.1% | $11,429-91.1% |