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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 | $81,926 | $127,387-35.7% | $115,038-28.8% | $125,389-34.7% |
| Participation rate | 42.9% | 84.2%-41.3pp | 81.4%-38.5pp | 83.2%-40.3pp |
| Annual return | -6.92% | 31.28%-38.2pp | 26.14%-33.1pp | 282.24%-289.2pp |
| Employer contribution / active EE | $1,704 | $5,166-67.0% | $4,608-63.0% | $4,866-65.0% |
| Participant deferral / active EE | $7,671 | $6,423+19.4% | $6,026+27.3% | $5,352+43.3% |
| Admin fee / account holder | $1,257 | $9,516-86.8% | $8,175-84.6% | $9,541-86.8% |