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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 | $128,331 | $127,387+0.7% | $115,038+11.6% | $125,389+2.3% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -4.00% | 31.28%-35.3pp | 26.14%-30.1pp | 282.24%-286.2pp |
| Employer contribution / active EE | $1,733 | $5,166-66.4% | $4,608-62.4% | $4,866-64.4% |
| Participant deferral / active EE | $3,657 | $6,423-43.1% | $6,026-39.3% | $5,352-31.7% |
| Admin fee / account holder | $581 | $9,516-93.9% | $8,175-92.9% | $9,541-93.9% |