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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 | $80,717 | $127,387-36.6% | $115,038-29.8% | $125,389-35.6% |
| Participation rate | 42.9% | 84.2%-41.3pp | 81.4%-38.5pp | 83.2%-40.3pp |
| Annual return | -4.42% | 31.28%-35.7pp | 26.14%-30.6pp | 282.24%-286.7pp |
| Employer contribution / active EE | $1,207 | $5,166-76.6% | $4,608-73.8% | $4,866-75.2% |
| Participant deferral / active EE | $3,394 | $6,423-47.2% | $6,026-43.7% | $5,352-36.6% |
| Admin fee / account holder | $514 | $9,516-94.6% | $8,175-93.7% | $9,541-94.6% |