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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 | $63,753 | $73,978-13.8% | $96,515-33.9% | $75,173-15.2% |
| Participation rate | 64.3% | 66.4%-2.1pp | 74.3%-10.1pp | 67.2%-2.9pp |
| Annual return | -7.99% | 26.72%-34.7pp | 35.73%-43.7pp | 160.72%-168.7pp |
| Employer contribution / active EE | $1,648 | $2,931-43.8% | $3,740-55.9% | $2,671-38.3% |
| Participant deferral / active EE | $2,761 | $3,660-24.6% | $4,880-43.4% | $4,126-33.1% |
| Admin fee / account holder | $10,468 | $5,219+100.6% | $6,735+55.4% | $5,651+85.3% |