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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 | $128,373 | $127,387+0.8% | $115,038+11.6% | $125,389+2.4% |
| Participation rate | 41.7% | 84.2%-42.5pp | 81.4%-39.7pp | 83.2%-41.5pp |
| Annual return | -5.40% | 31.28%-36.7pp | 26.14%-31.5pp | 282.24%-287.6pp |
| Employer contribution / active EE | $2,098 | $5,166-59.4% | $4,608-54.5% | $4,866-56.9% |
| Participant deferral / active EE | $3,986 | $6,423-37.9% | $6,026-33.9% | $5,352-25.5% |
| Admin fee / account holder | $1,220 | $9,516-87.2% | $8,175-85.1% | $9,541-87.2% |