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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 | $86,029 | $127,387-32.5% | $115,038-25.2% | $125,389-31.4% |
| Participation rate | 63.6% | 84.2%-20.5pp | 81.4%-17.7pp | 83.2%-19.6pp |
| Annual return | -4.22% | 31.28%-35.5pp | 26.14%-30.4pp | 282.24%-286.5pp |
| Employer contribution / active EE | $1,217 | $5,166-76.4% | $4,608-73.6% | $4,866-75.0% |
| Participant deferral / active EE | $9,542 | $6,423+48.6% | $6,026+58.3% | $5,352+78.3% |
| Admin fee / account holder | $540 | $9,516-94.3% | $8,175-93.4% | $9,541-94.3% |