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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 | $53,602 | $127,387-57.9% | $115,038-53.4% | $125,389-57.3% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | -4.03% | 31.28%-35.3pp | 26.14%-30.2pp | 282.24%-286.3pp |
| Employer contribution / active EE | $5,201 | $5,166+0.7% | $4,608+12.9% | $4,866+6.9% |
| Participant deferral / active EE | $7,500 | $6,423+16.8% | $6,026+24.4% | $5,352+40.1% |
| Admin fee / account holder | $438 | $9,516-95.4% | $8,175-94.6% | $9,541-95.4% |