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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 | $20,705 | $167,352-87.6% | $143,788-85.6% | $134,509-84.6% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -21.97% | 0.47%-22.4pp | -0.03%-21.9pp | 418.13%-440.1pp |
| Employer contribution / active EE | $1,834 | $5,620-67.4% | $4,952-63.0% | $4,741-61.3% |
| Participant deferral / active EE | $3,572 | $6,447-44.6% | $5,638-36.6% | $6,400-44.2% |
| Admin fee / account holder | $456 | $18,091-97.5% | $14,675-96.9% | $11,427-96.0% |