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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 | $20,095 | $167,353-88.0% | $143,797-86.0% | $134,545-85.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -25.96% | 0.48%-26.4pp | -0.04%-25.9pp | 418.37%-444.3pp |
| Employer contribution / active EE | $1,452 | $5,620-74.2% | $4,952-70.7% | $4,742-69.4% |
| Participant deferral / active EE | $7,932 | $6,447+23.0% | $5,638+40.7% | $6,401+23.9% |
| Admin fee / account holder | $1,563 | $18,096-91.4% | $14,679-89.4% | $11,431-86.3% |