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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 | $168,913 | $138,076+22.3% | $123,553+36.7% | $135,380+24.8% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -9.67% | 153.70%-163.4pp | 119.21%-128.9pp | 519.81%-529.5pp |
| Employer contribution / active EE | $3,426 | $5,152-33.5% | $4,628-26.0% | $4,779-28.3% |
| Participant deferral / active EE | $7,203 | $6,800+5.9% | $6,426+12.1% | $5,609+28.4% |
| Admin fee / account holder | $9,523 | $10,917-12.8% | $9,284+2.6% | $10,828-12.1% |