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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 | $59,141 | $127,386-53.6% | $115,037-48.6% | $125,393-52.8% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -4.02% | 31.28%-35.3pp | 26.14%-30.2pp | 282.23%-286.3pp |
| Employer contribution / active EE | $5,133 | $5,166-0.6% | $4,608+11.4% | $4,866+5.5% |
| Participant deferral / active EE | $10,000 | $6,423+55.7% | $6,026+65.9% | $5,351+86.9% |
| Admin fee / account holder | $986 | $9,516-89.6% | $8,175-87.9% | $9,541-89.7% |