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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 | $104,372 | $158,827-34.3% | $121,208-13.9% | $135,382-22.9% |
| Participation rate | 41.7% | 79.3%-37.6pp | 71.8%-30.1pp | 82.6%-41.0pp |
| Annual return | -14.65% | -0.64%-14.0pp | 16.93%-31.6pp | 519.77%-534.4pp |
| Employer contribution / active EE | $2,124 | $5,666-62.5% | $4,023-47.2% | $4,779-55.6% |
| Participant deferral / active EE | $4,437 | $4,006+10.8% | $3,345+32.6% | $5,609-20.9% |
| Admin fee / account holder | $3,568 | $6,514-45.2% | $5,020-28.9% | $10,829-67.1% |