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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 | $138,233 | $131,835+4.9% | $108,582+27.3% | $273,972-49.5% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 1.68% | -91.57%+93.3pp | -51.70%+53.4pp | 41.46%-39.8pp |
| Employer contribution / active EE | $5,103 | $4,913+3.9% | $3,758+35.8% | $4,869+4.8% |
| Participant deferral / active EE | $6,775 | $5,127+32.1% | $4,311+57.2% | $5,287+28.1% |
| Admin fee / account holder | $7,883 | $10,253-23.1% | $7,645+3.1% | $10,133-22.2% |