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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 | $102,166 | $62,583+63.2% | $76,767+33.1% | $64,173+59.2% |
| Participation rate | 65.4% | 72.8%-7.4pp | 77.0%-11.6pp | 69.6%-4.2pp |
| Annual return | -8.95% | -1.95%-7.0pp | 2.43%-11.4pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,074 | $1,832-41.4% | $2,485-56.8% | $2,381-54.9% |
| Participant deferral / active EE | $1,736 | $3,145-44.8% | $3,852-54.9% | $3,470-50.0% |
| Admin fee / account holder | $2,688 | $4,667-42.4% | $6,675-59.7% | $4,887-45.0% |