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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 | $36,800 | $127,387-71.1% | $115,038-68.0% | $125,389-70.7% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -3.88% | 31.28%-35.2pp | 26.14%-30.0pp | 282.24%-286.1pp |
| Employer contribution / active EE | $2,876 | $5,166-44.3% | $4,608-37.6% | $4,866-40.9% |
| Participant deferral / active EE | $14,472 | $6,423+125.3% | $6,026+140.1% | $5,352+170.4% |
| Admin fee / account holder | $26,231 | $9,516+175.6% | $8,175+220.9% | $9,541+174.9% |