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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 | $168,690 | $175,646-4.0% | $129,118+30.6% | $134,545+25.4% |
| Participation rate | 68.2% | 81.6%-13.4pp | 77.2%-9.1pp | 81.2%-13.1pp |
| Annual return | -21.02% | -11.39%-9.6pp | -10.94%-10.1pp | 418.37%-439.4pp |
| Employer contribution / active EE | $4,250 | $6,355-33.1% | $5,051-15.9% | $4,742-10.4% |
| Participant deferral / active EE | $7,713 | $7,970-3.2% | $6,539+18.0% | $6,401+20.5% |
| Admin fee / account holder | $2,047 | $23,578-91.3% | $14,305-85.7% | $11,431-82.1% |