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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 | $97,047 | $115,911-16.3% | $100,530-3.5% | $158,950-38.9% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | -2.37% | 34.80%-37.2pp | 30.89%-33.3pp | 302.91%-305.3pp |
| Employer contribution / active EE | $1,541 | $4,104-62.5% | $3,418-54.9% | $4,762-67.6% |
| Participant deferral / active EE | $8,226 | $6,676+23.2% | $6,271+31.2% | $5,983+37.5% |
| Admin fee / account holder | $5,668 | $10,999-48.5% | $8,083-29.9% | $11,248-49.6% |