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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 | $92,487 | $167,353-44.7% | $143,797-35.7% | $134,545-31.3% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -22.35% | 0.48%-22.8pp | -0.04%-22.3pp | 418.37%-440.7pp |
| Employer contribution / active EE | $1,265 | $5,620-77.5% | $4,952-74.5% | $4,742-73.3% |
| Participant deferral / active EE | $4,618 | $6,447-28.4% | $5,638-18.1% | $6,401-27.9% |
| Admin fee / account holder | $349 | $18,096-98.1% | $14,679-97.6% | $11,431-96.9% |