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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 | $53,397 | $127,387-58.1% | $115,038-53.6% | $125,389-57.4% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -5.84% | 31.28%-37.1pp | 26.14%-32.0pp | 282.24%-288.1pp |
| Employer contribution / active EE | $2,996 | $5,166-42.0% | $4,608-35.0% | $4,866-38.4% |
| Participant deferral / active EE | $9,625 | $6,423+49.9% | $6,026+59.7% | $5,352+79.8% |
| Admin fee / account holder | $14,655 | $9,516+54.0% | $8,175+79.3% | $9,541+53.6% |