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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 | $23,044 | $167,362-86.2% | $143,799-84.0% | $134,532-82.9% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -20.21% | 0.47%-20.7pp | -0.04%-20.2pp | 418.27%-438.5pp |
| Employer contribution / active EE | $1,520 | $5,620-73.0% | $4,952-69.3% | $4,741-67.9% |
| Participant deferral / active EE | $3,375 | $6,447-47.6% | $5,638-40.1% | $6,401-47.3% |
| Admin fee / account holder | $316 | $18,094-98.3% | $14,677-97.8% | $11,429-97.2% |