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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 | $42,693 | $217,427-80.4% | $185,837-77.0% | $167,518-74.5% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | -0.64% | 148.39%-149.0pp | 122.08%-122.7pp | 478.71%-479.3pp |
| Employer contribution / active EE | $3,041 | $5,874-48.2% | $5,168-41.2% | $4,838-37.1% |
| Participant deferral / active EE | $6,500 | $6,357+2.2% | $5,568+16.7% | $6,342+2.5% |
| Admin fee / account holder | $373 | $19,816-98.1% | $16,241-97.7% | $12,312-97.0% |