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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 | $114,935 | $106,749+7.7% | $145,433-21.0% | $82,448+39.4% |
| Participation rate | 35.1% | 75.6%-40.5pp | 82.1%-47.0pp | 68.1%-32.9pp |
| Annual return | -13.93% | 27.59%-41.5pp | 66.58%-80.5pp | 41.64%-55.6pp |
| Employer contribution / active EE | $2,183 | $3,444-36.6% | $4,554-52.1% | $2,551-14.4% |
| Participant deferral / active EE | $4,344 | $6,519-33.4% | $7,897-45.0% | $4,139+4.9% |
| Admin fee / account holder | $7,111 | $8,390-15.2% | $13,129-45.8% | $7,234-1.7% |