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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 | $90,571 | $208,088-56.5% | $186,193-51.4% | $154,746-41.5% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 0.44% | 89.97%-89.5pp | 78.03%-77.6pp | 172.34%-171.9pp |
| Employer contribution / active EE | $1,986 | $4,340-54.2% | $3,918-49.3% | $4,379-54.7% |
| Participant deferral / active EE | $1,663 | $7,078-76.5% | $6,513-74.5% | $6,730-75.3% |
| Admin fee / account holder | $2,347 | $11,698-79.9% | $11,058-78.8% | $14,365-83.7% |