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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 | $67,931 | $127,387-46.7% | $115,038-40.9% | $125,389-45.8% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -4.09% | 31.28%-35.4pp | 26.14%-30.2pp | 282.24%-286.3pp |
| Employer contribution / active EE | $3,000 | $5,166-41.9% | $4,608-34.9% | $4,866-38.3% |
| Participant deferral / active EE | $3,117 | $6,423-51.5% | $6,026-48.3% | $5,352-41.7% |
| Admin fee / account holder | $314 | $9,516-96.7% | $8,175-96.2% | $9,541-96.7% |