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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 | $69,666 | $140,592-50.4% | $123,105-43.4% | $125,389-44.4% |
| Participation rate | 59.1% | 88.2%-29.1pp | 86.8%-27.7pp | 83.2%-24.1pp |
| Annual return | -4.54% | 16.80%-21.3pp | 13.22%-17.8pp | 282.24%-286.8pp |
| Employer contribution / active EE | $3,716 | $6,041-38.5% | $5,151-27.9% | $4,866-23.6% |
| Participant deferral / active EE | $8,647 | $6,980+23.9% | $6,229+38.8% | $5,352+61.6% |
| Admin fee / account holder | $13,893 | $11,198+24.1% | $9,014+54.1% | $9,541+45.6% |