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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 | $25,583 | $167,362-84.7% | $143,799-82.2% | $134,532-81.0% |
| Participation rate | 43.8% | 84.8%-41.1pp | 80.3%-36.6pp | 81.2%-37.5pp |
| Annual return | -29.73% | 0.47%-30.2pp | -0.04%-29.7pp | 418.27%-448.0pp |
| Employer contribution / active EE | $1,254 | $5,620-77.7% | $4,952-74.7% | $4,741-73.5% |
| Participant deferral / active EE | $6,785 | $6,447+5.2% | $5,638+20.3% | $6,401+6.0% |
| Admin fee / account holder | $302 | $18,094-98.3% | $14,677-97.9% | $11,429-97.4% |