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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 | $129,412 | $140,592-8.0% | $123,105+5.1% | $125,389+3.2% |
| Participation rate | 16.7% | 88.2%-71.5pp | 86.8%-70.1pp | 83.2%-66.5pp |
| Annual return | -4.68% | 16.80%-21.5pp | 13.22%-17.9pp | 282.24%-286.9pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,025 | $6,980-56.7% | $6,229-51.4% | $5,352-43.5% |
| Admin fee / account holder | $31,034 | $11,198+177.1% | $9,014+244.3% | $9,541+225.3% |