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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 | $175,151 | $175,259-0.1% | $149,723+17.0% | $139,487+25.6% |
| Participation rate | 65.2% | 83.4%-18.2pp | 78.8%-13.6pp | 80.3%-15.1pp |
| Annual return | -7.67% | 166.82%-174.5pp | 134.50%-142.2pp | 373.84%-381.5pp |
| Employer contribution / active EE | $2,898 | $5,478-47.1% | $4,821-39.9% | $4,755-39.1% |
| Participant deferral / active EE | $6,782 | $6,522+4.0% | $5,682+19.4% | $6,713+1.0% |
| Admin fee / account holder | $5,283 | $16,158-67.3% | $13,215-60.0% | $11,407-53.7% |