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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 | $130,600 | $97,020+34.6% | $83,322+56.7% | $135,379-3.5% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -11.09% | 12.31%-23.4pp | 10.64%-21.7pp | 519.79%-530.9pp |
| Employer contribution / active EE | $1,336 | $4,144-67.8% | $3,379-60.5% | $4,779-72.1% |
| Participant deferral / active EE | $8,529 | $5,964+43.0% | $5,565+53.3% | $5,609+52.1% |
| Admin fee / account holder | $1,891 | $8,426-77.6% | $7,540-74.9% | $10,828-82.5% |