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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 | $88,096 | $124,330-29.1% | $109,173-19.3% | $167,536-47.4% |
| Participation rate | 66.7% | 79.5%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | -7.55% | 26.04%-33.6pp | 25.75%-33.3pp | 478.82%-486.4pp |
| Employer contribution / active EE | $3,890 | $4,209-7.6% | $3,723+4.5% | $4,839-19.6% |
| Participant deferral / active EE | $4,803 | $5,256-8.6% | $4,654+3.2% | $6,342-24.3% |
| Admin fee / account holder | $1,740 | $7,974-78.2% | $6,755-74.2% | $12,315-85.9% |