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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 | $101,173 | $167,352-39.5% | $143,788-29.6% | $134,509-24.8% |
| Participation rate | 37.5% | 84.8%-47.3pp | 80.3%-42.8pp | 81.2%-43.7pp |
| Annual return | -20.21% | 0.47%-20.7pp | -0.03%-20.2pp | 418.13%-438.3pp |
| Employer contribution / active EE | $2,634 | $5,620-53.1% | $4,952-46.8% | $4,741-44.4% |
| Participant deferral / active EE | $4,517 | $6,447-29.9% | $5,638-19.9% | $6,400-29.4% |
| Admin fee / account holder | $8,965 | $18,091-50.4% | $14,675-38.9% | $11,427-21.5% |