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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 | $106,640 | $167,352-36.3% | $143,788-25.8% | $134,509-20.7% |
| Participation rate | 61.1% | 84.8%-23.7pp | 80.3%-19.2pp | 81.2%-20.1pp |
| Annual return | -20.61% | 0.47%-21.1pp | -0.03%-20.6pp | 418.13%-438.7pp |
| Employer contribution / active EE | $1,610 | $5,620-71.4% | $4,952-67.5% | $4,741-66.0% |
| Participant deferral / active EE | $3,143 | $6,447-51.3% | $5,638-44.3% | $6,400-50.9% |
| Admin fee / account holder | $6,022 | $18,091-66.7% | $14,675-59.0% | $11,427-47.3% |