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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 | $34,195 | $127,387-73.2% | $115,038-70.3% | $125,389-72.7% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -5.66% | 31.28%-36.9pp | 26.14%-31.8pp | 282.24%-287.9pp |
| Employer contribution / active EE | $7,222 | $5,166+39.8% | $4,608+56.7% | $4,866+48.4% |
| Participant deferral / active EE | $25,947 | $6,423+304.0% | $6,026+330.5% | $5,352+384.8% |
| Admin fee / account holder | $10,647 | $9,516+11.9% | $8,175+30.2% | $9,541+11.6% |