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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 | $27,110 | $127,387-78.7% | $115,038-76.4% | $125,389-78.4% |
| Participation rate | 33.3% | 84.2%-50.8pp | 81.4%-48.0pp | 83.2%-49.9pp |
| Annual return | -4.03% | 31.28%-35.3pp | 26.14%-30.2pp | 282.24%-286.3pp |
| Employer contribution / active EE | $1,117 | $5,166-78.4% | $4,608-75.8% | $4,866-77.1% |
| Participant deferral / active EE | $5,938 | $6,423-7.6% | $6,026-1.5% | $5,352+10.9% |
| Admin fee / account holder | $566 | $9,516-94.0% | $8,175-93.1% | $9,541-94.1% |