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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 | $85,581 | $167,352-48.9% | $143,788-40.5% | $134,509-36.4% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -22.80% | 0.47%-23.3pp | -0.03%-22.8pp | 418.13%-440.9pp |
| Employer contribution / active EE | $3,608 | $5,620-35.8% | $4,952-27.1% | $4,741-23.9% |
| Participant deferral / active EE | $8,521 | $6,447+32.2% | $5,638+51.1% | $6,400+33.1% |
| Admin fee / account holder | $11,188 | $18,091-38.2% | $14,675-23.8% | $11,427-2.1% |