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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 | $179,381 | $165,399+8.5% | $149,745+19.8% | $158,982+12.8% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | -1.62% | 348.34%-350.0pp | 276.72%-278.3pp | 302.99%-304.6pp |
| Employer contribution / active EE | $1,584 | $5,105-69.0% | $4,646-65.9% | $4,763-66.7% |
| Participant deferral / active EE | $4,386 | $7,183-38.9% | $6,843-35.9% | $5,983-26.7% |
| Admin fee / account holder | $243,217 | $10,811+2149.7% | $9,312+2511.9% | $11,252+2061.6% |