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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 | $150,811 | $135,956+10.9% | $123,894+21.7% | $273,972-45.0% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | -7.78% | 56.63%-64.4pp | 47.52%-55.3pp | 41.46%-49.2pp |
| Employer contribution / active EE | $2,877 | $5,170-44.3% | $4,617-37.7% | $4,869-40.9% |
| Participant deferral / active EE | $7,932 | $6,343+25.1% | $5,984+32.6% | $5,287+50.0% |
| Admin fee / account holder | $1,336 | $9,817-86.4% | $8,357-84.0% | $10,133-86.8% |