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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 | $143,323 | $138,076+3.8% | $123,553+16.0% | $135,380+5.9% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -10.04% | 153.70%-163.7pp | 119.21%-129.2pp | 519.81%-529.8pp |
| Employer contribution / active EE | $2,727 | $5,152-47.1% | $4,628-41.1% | $4,779-42.9% |
| Participant deferral / active EE | $3,991 | $6,800-41.3% | $6,426-37.9% | $5,609-28.8% |
| Admin fee / account holder | $4,613 | $10,917-57.7% | $9,284-50.3% | $10,828-57.4% |