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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 | $92,811 | $127,387-27.1% | $115,038-19.3% | $125,389-26.0% |
| Participation rate | 63.2% | 84.2%-21.0pp | 81.4%-18.2pp | 83.2%-20.0pp |
| Annual return | -3.77% | 31.28%-35.0pp | 26.14%-29.9pp | 282.24%-286.0pp |
| Employer contribution / active EE | $1,210 | $5,166-76.6% | $4,608-73.7% | $4,866-75.1% |
| Participant deferral / active EE | $8,406 | $6,423+30.9% | $6,026+39.5% | $5,352+57.1% |
| Admin fee / account holder | $5,418 | $9,516-43.1% | $8,175-33.7% | $9,541-43.2% |