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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 | $81,078 | $127,386-36.4% | $115,037-29.5% | $125,393-35.3% |
| Participation rate | 42.9% | 84.2%-41.3pp | 81.4%-38.5pp | 83.2%-40.3pp |
| Annual return | -3.78% | 31.28%-35.1pp | 26.14%-29.9pp | 282.23%-286.0pp |
| Employer contribution / active EE | $10,547 | $5,166+104.2% | $4,608+128.9% | $4,866+116.8% |
| Participant deferral / active EE | $5,843 | $6,423-9.0% | $6,026-3.0% | $5,351+9.2% |
| Admin fee / account holder | $3,446 | $9,516-63.8% | $8,175-57.8% | $9,541-63.9% |