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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 | $73,626 | $127,387-42.2% | $115,038-36.0% | $125,389-41.3% |
| Participation rate | 62.5% | 84.2%-21.7pp | 81.4%-18.9pp | 83.2%-20.7pp |
| Annual return | -12.96% | 31.28%-44.2pp | 26.14%-39.1pp | 282.24%-295.2pp |
| Employer contribution / active EE | $1,983 | $5,166-61.6% | $4,608-57.0% | $4,866-59.2% |
| Participant deferral / active EE | $7,317 | $6,423+13.9% | $6,026+21.4% | $5,352+36.7% |
| Admin fee / account holder | $34,504 | $9,516+262.6% | $8,175+322.1% | $9,541+261.6% |