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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 | $108,721 | $161,352-32.6% | $134,172-19.0% | $137,256-20.8% |
| Participation rate | 68.2% | 78.3%-10.1pp | 72.5%-4.3pp | 80.0%-11.8pp |
| Annual return | -7.96% | 28.72%-36.7pp | 25.30%-33.3pp | 220.34%-228.3pp |
| Employer contribution / active EE | $1,763 | $4,099-57.0% | $3,420-48.5% | $4,156-57.6% |
| Participant deferral / active EE | $3,971 | $5,552-28.5% | $4,690-15.3% | $6,407-38.0% |
| Admin fee / account holder | $4,978 | $15,028-66.9% | $12,016-58.6% | $12,270-59.4% |