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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 | $85,200 | $110,212-22.7% | $96,534-11.7% | $139,466-38.9% |
| Participation rate | 63.2% | 78.1%-15.0pp | 76.0%-12.8pp | 80.3%-17.2pp |
| Annual return | -8.51% | 26.42%-34.9pp | 25.88%-34.4pp | 373.66%-382.2pp |
| Employer contribution / active EE | $1,859 | $3,620-48.6% | $2,965-37.3% | $4,754-60.9% |
| Participant deferral / active EE | $3,203 | $5,547-42.3% | $4,851-34.0% | $6,712-52.3% |
| Admin fee / account holder | $2,774 | $11,599-76.1% | $8,253-66.4% | $11,409-75.7% |