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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 | $172,747 | $167,362+3.2% | $143,799+20.1% | $134,532+28.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -20.55% | 0.47%-21.0pp | -0.04%-20.5pp | 418.27%-438.8pp |
| Employer contribution / active EE | $1,439 | $5,620-74.4% | $4,952-70.9% | $4,741-69.6% |
| Participant deferral / active EE | $6,536 | $6,447+1.4% | $5,638+15.9% | $6,401+2.1% |
| Admin fee / account holder | $5,077 | $18,094-71.9% | $14,677-65.4% | $11,429-55.6% |