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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 | $131,582 | $133,981-1.8% | $112,249+17.2% | $134,532-2.2% |
| Participation rate | 68.4% | 78.6%-10.1pp | 75.1%-6.6pp | 81.2%-12.8pp |
| Annual return | -21.66% | 47.16%-68.8pp | 27.48%-49.1pp | 418.27%-439.9pp |
| Employer contribution / active EE | $3,591 | $4,040-11.1% | $3,636-1.2% | $4,741-24.3% |
| Participant deferral / active EE | $4,309 | $5,292-18.6% | $4,729-8.9% | $6,401-32.7% |
| Admin fee / account holder | $2,446 | $7,492-67.4% | $6,412-61.9% | $11,429-78.6% |