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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 | $139,083 | $142,409-2.3% | $119,634+16.3% | $134,545+3.4% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -21.49% | -12.46%-9.0pp | -14.98%-6.5pp | 418.37%-439.9pp |
| Employer contribution / active EE | $7,092 | $5,224+35.7% | $4,232+67.6% | $4,742+49.6% |
| Participant deferral / active EE | $14,183 | $6,468+119.3% | $5,601+153.2% | $6,401+121.6% |
| Admin fee / account holder | $130,768 | $13,594+861.9% | $10,329+1166.0% | $11,431+1044.0% |