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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 | $178,663 | $167,522+6.7% | $151,639+17.8% | $134,532+32.8% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -22.39% | 7.81%-30.2pp | 3.34%-25.7pp | 418.27%-440.7pp |
| Employer contribution / active EE | $4,346 | $6,828-36.3% | $6,165-29.5% | $4,741-8.3% |
| Participant deferral / active EE | $8,467 | $8,986-5.8% | $8,363+1.2% | $6,401+32.3% |
| Admin fee / account holder | $1,324 | $13,780-90.4% | $11,613-88.6% | $11,429-88.4% |