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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 | $120,162 | $110,212+9.0% | $96,534+24.5% | $139,466-13.8% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | -5.03% | 26.42%-31.5pp | 25.88%-30.9pp | 373.66%-378.7pp |
| Employer contribution / active EE | $1,831 | $3,620-49.4% | $2,965-38.3% | $4,754-61.5% |
| Participant deferral / active EE | $3,701 | $5,547-33.3% | $4,851-23.7% | $6,712-44.9% |
| Admin fee / account holder | $3,567 | $11,599-69.2% | $8,253-56.8% | $11,409-68.7% |