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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 | $142,659 | $149,333-4.5% | $106,387+34.1% | $135,379+5.4% |
| Participation rate | 64.3% | 81.5%-17.2pp | 77.5%-13.2pp | 82.6%-18.4pp |
| Annual return | -9.66% | 0.52%-10.2pp | 0.25%-9.9pp | 519.79%-529.4pp |
| Employer contribution / active EE | $3,519 | $4,984-29.4% | $3,5200% | $4,779-26.4% |
| Participant deferral / active EE | $8,417 | $7,230+16.4% | $5,421+55.3% | $5,609+50.1% |
| Admin fee / account holder | $1,483 | $15,952-90.7% | $7,510-80.3% | $10,828-86.3% |