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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 | $131,694 | $134,001-1.7% | $112,258+17.3% | $134,509-2.1% |
| Participation rate | 64.3% | 78.6%-14.3pp | 75.1%-10.8pp | 81.2%-16.9pp |
| Annual return | -27.76% | 47.15%-74.9pp | 27.47%-55.2pp | 418.13%-445.9pp |
| Employer contribution / active EE | $4,070 | $4,039+0.8% | $3,636+11.9% | $4,741-14.1% |
| Participant deferral / active EE | $9,120 | $5,291+72.4% | $4,728+92.9% | $6,400+42.5% |
| Admin fee / account holder | $1,563 | $7,491-79.1% | $6,411-75.6% | $11,427-86.3% |