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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 | $164,802 | $215,361-23.5% | $171,082-3.7% | $273,972-39.8% |
| Participation rate | 66.7% | 82.0%-15.4pp | 76.7%-10.0pp | 83.0%-16.3pp |
| Annual return | -10.29% | 25.14%-35.4pp | 32.56%-42.8pp | 41.46%-51.7pp |
| Employer contribution / active EE | $1,027 | $4,967-79.3% | $4,002-74.3% | $4,869-78.9% |
| Participant deferral / active EE | $5,192 | $5,543-6.3% | $4,797+8.2% | $5,287-1.8% |
| Admin fee / account holder | $5,208 | $10,846-52.0% | $8,520-38.9% | $10,133-48.6% |