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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 | $40,427 | $127,386-68.3% | $115,037-64.9% | $125,393-67.8% |
| Participation rate | 60.9% | 84.2%-23.3pp | 81.4%-20.5pp | 83.2%-22.3pp |
| Annual return | -4.40% | 31.28%-35.7pp | 26.14%-30.5pp | 282.23%-286.6pp |
| Employer contribution / active EE | $1,458 | $5,166-71.8% | $4,608-68.4% | $4,866-70.0% |
| Participant deferral / active EE | $6,183 | $6,423-3.7% | $6,026+2.6% | $5,351+15.5% |
| Admin fee / account holder | $844 | $9,516-91.1% | $8,175-89.7% | $9,541-91.2% |