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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 | $147,829 | $138,072+7.1% | $123,549+19.7% | $135,382+9.2% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -14.68% | 153.69%-168.4pp | 119.20%-133.9pp | 519.77%-534.5pp |
| Employer contribution / active EE | $6,040 | $5,152+17.2% | $4,628+30.5% | $4,779+26.4% |
| Participant deferral / active EE | $11,635 | $6,799+71.1% | $6,426+81.1% | $5,609+107.4% |
| Admin fee / account holder | $10,278 | $10,917-5.8% | $9,284+10.7% | $10,829-5.1% |