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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 | $138,690 | $127,387+8.9% | $115,038+20.6% | $125,389+10.6% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -4.56% | 31.28%-35.8pp | 26.14%-30.7pp | 282.24%-286.8pp |
| Employer contribution / active EE | $1,269 | $5,166-75.4% | $4,608-72.5% | $4,866-73.9% |
| Participant deferral / active EE | $11,500 | $6,423+79.0% | $6,026+90.8% | $5,352+114.9% |
| Admin fee / account holder | $450 | $9,516-95.3% | $8,175-94.5% | $9,541-95.3% |