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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 | $114,004 | $156,398-27.1% | $147,318-22.6% | $138,895-17.9% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | -12.00% | 78.75%-90.7pp | 70.43%-82.4pp | 145.39%-157.4pp |
| Employer contribution / active EE | $1,316 | $4,853-72.9% | $4,593-71.3% | $4,194-68.6% |
| Participant deferral / active EE | $5,978 | $8,237-27.4% | $7,906-24.4% | $6,396-6.5% |
| Admin fee / account holder | $6,415 | $14,976-57.2% | $13,708-53.2% | $12,562-48.9% |