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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 | $177,156-38.6% | $147,027-26.1% | $154,746-29.7% |
| Participation rate | 68.2% | 79.4%-11.2pp | 73.7%-5.6pp | 80.7%-12.5pp |
| Annual return | -7.96% | 21.94%-29.9pp | 20.23%-28.2pp | 172.34%-180.3pp |
| Employer contribution / active EE | $1,763 | $4,336-59.4% | $3,626-51.4% | $4,379-59.7% |
| Participant deferral / active EE | $3,971 | $5,797-31.5% | $4,933-19.5% | $6,730-41.0% |
| Admin fee / account holder | $4,978 | $14,904-66.6% | $12,223-59.3% | $14,365-65.3% |