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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 | $118,943 | $113,941+4.4% | $94,229+26.2% | $125,389-5.1% |
| Participation rate | 50.0% | 82.9%-32.9pp | 78.8%-28.8pp | 83.2%-33.2pp |
| Annual return | -3.89% | 5.29%-9.2pp | 10.68%-14.6pp | 282.24%-286.1pp |
| Employer contribution / active EE | $1,464 | $4,727-69.0% | $3,587-59.2% | $4,866-69.9% |
| Participant deferral / active EE | $3,083 | $5,179-40.5% | $4,320-28.7% | $5,352-42.4% |
| Admin fee / account holder | $1,606 | $8,392-80.9% | $6,269-74.4% | $9,541-83.2% |