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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 | $168,183 | $167,362+0.5% | $143,799+17.0% | $134,532+25.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -21.40% | 0.47%-21.9pp | -0.04%-21.4pp | 418.27%-439.7pp |
| Employer contribution / active EE | $4,343 | $5,620-22.7% | $4,952-12.3% | $4,741-8.4% |
| Participant deferral / active EE | $8,913 | $6,447+38.2% | $5,638+58.1% | $6,401+39.2% |
| Admin fee / account holder | $1,236 | $18,094-93.2% | $14,677-91.6% | $11,429-89.2% |