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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 | $156,852 | $165,399-5.2% | $149,745+4.7% | $158,982-1.3% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | -5.07% | 348.34%-353.4pp | 276.72%-281.8pp | 302.99%-308.1pp |
| Employer contribution / active EE | $2,772 | $5,105-45.7% | $4,646-40.3% | $4,763-41.8% |
| Participant deferral / active EE | $4,990 | $7,183-30.5% | $6,843-27.1% | $5,983-16.6% |
| Admin fee / account holder | $28,371 | $10,811+162.4% | $9,312+204.7% | $11,252+152.1% |