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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 | $170,124 | $167,362+1.7% | $143,799+18.3% | $134,532+26.5% |
| Participation rate | 44.4% | 84.8%-40.4pp | 80.3%-35.9pp | 81.2%-36.8pp |
| Annual return | -23.93% | 0.47%-24.4pp | -0.04%-23.9pp | 418.27%-442.2pp |
| Employer contribution / active EE | $5,437 | $5,620-3.3% | $4,952+9.8% | $4,741+14.7% |
| Participant deferral / active EE | $4,300 | $6,447-33.3% | $5,638-23.7% | $6,401-32.8% |
| Admin fee / account holder | $773 | $18,094-95.7% | $14,677-94.7% | $11,429-93.2% |