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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 | $88,233 | $88,707-0.5% | $74,184+18.9% | $273,972-67.8% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.6%-10.0pp | 83.0%-16.3pp |
| Annual return | -1.74% | 11.94%-13.7pp | 17.74%-19.5pp | 41.46%-43.2pp |
| Employer contribution / active EE | $1,319 | $3,159-58.2% | $2,370-44.3% | $4,869-72.9% |
| Participant deferral / active EE | $4,950 | $4,212+17.5% | $3,550+39.5% | $5,287-6.4% |
| Admin fee / account holder | $645 | $8,717-92.6% | $5,586-88.4% | $10,133-93.6% |