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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 | $118,710 | $167,362-29.1% | $143,799-17.4% | $134,532-11.8% |
| Participation rate | 25.0% | 84.8%-59.8pp | 80.3%-55.3pp | 81.2%-56.2pp |
| Annual return | -20.25% | 0.47%-20.7pp | -0.04%-20.2pp | 418.27%-438.5pp |
| Employer contribution / active EE | $1,171 | $5,620-79.2% | $4,952-76.4% | $4,741-75.3% |
| Participant deferral / active EE | $7,411 | $6,447+14.9% | $5,638+31.4% | $6,401+15.8% |
| Admin fee / account holder | $1,663 | $18,094-90.8% | $14,677-88.7% | $11,429-85.5% |