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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 | $120,460 | $127,387-5.4% | $115,038+4.7% | $125,389-3.9% |
| Participation rate | 40.0% | 84.2%-44.2pp | 81.4%-41.4pp | 83.2%-43.2pp |
| Annual return | -4.84% | 31.28%-36.1pp | 26.14%-31.0pp | 282.24%-287.1pp |
| Employer contribution / active EE | $871 | $5,166-83.1% | $4,608-81.1% | $4,866-82.1% |
| Participant deferral / active EE | $4,748 | $6,423-26.1% | $6,026-21.2% | $5,352-11.3% |
| Admin fee / account holder | $998 | $9,516-89.5% | $8,175-87.8% | $9,541-89.5% |