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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 | $87,612 | $127,387-31.2% | $115,038-23.8% | $125,389-30.1% |
| Participation rate | 62.5% | 84.2%-21.7pp | 81.4%-18.9pp | 83.2%-20.7pp |
| Annual return | -7.25% | 31.28%-38.5pp | 26.14%-33.4pp | 282.24%-289.5pp |
| Employer contribution / active EE | $4,648 | $5,166-10.0% | $4,608+0.9% | $4,866-4.5% |
| Participant deferral / active EE | $9,259 | $6,423+44.1% | $6,026+53.6% | $5,352+73.0% |
| Admin fee / account holder | $895 | $9,516-90.6% | $8,175-89.1% | $9,541-90.6% |