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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 | $80,830 | $132,310-38.9% | $105,754-23.6% | $273,972-70.5% |
| Participation rate | 66.7% | 83.2%-16.5pp | 78.9%-12.2pp | 83.0%-16.3pp |
| Annual return | -2.05% | 10.08%-12.1pp | 12.25%-14.3pp | 41.46%-43.5pp |
| Employer contribution / active EE | $2,305 | $4,867-52.6% | $4,079-43.5% | $4,869-52.7% |
| Participant deferral / active EE | $7,405 | $6,233+18.8% | $5,326+39.1% | $5,287+40.1% |
| Admin fee / account holder | $26,690 | $12,036+121.7% | $8,309+221.2% | $10,133+163.4% |