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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 | $26,836 | $167,353-84.0% | $143,797-81.3% | $134,545-80.1% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -20.81% | 0.48%-21.3pp | -0.04%-20.8pp | 418.37%-439.2pp |
| Employer contribution / active EE | $1,374 | $5,620-75.6% | $4,952-72.3% | $4,742-71.0% |
| Participant deferral / active EE | $7,417 | $6,447+15.0% | $5,638+31.5% | $6,401+15.9% |
| Admin fee / account holder | $470 | $18,096-97.4% | $14,679-96.8% | $11,431-95.9% |