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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 | $104,064 | $167,353-37.8% | $143,797-27.6% | $134,545-22.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -23.12% | 0.48%-23.6pp | -0.04%-23.1pp | 418.37%-441.5pp |
| Employer contribution / active EE | $6,715 | $5,620+19.5% | $4,952+35.6% | $4,742+41.6% |
| Participant deferral / active EE | $7,050 | $6,447+9.4% | $5,638+25.0% | $6,401+10.1% |
| Admin fee / account holder | $3,463 | $18,096-80.9% | $14,679-76.4% | $11,431-69.7% |