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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 | $159,471 | $167,362-4.7% | $143,799+10.9% | $134,532+18.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -25.11% | 0.47%-25.6pp | -0.04%-25.1pp | 418.27%-443.4pp |
| Employer contribution / active EE | $3,549 | $5,620-36.8% | $4,952-28.3% | $4,741-25.1% |
| Participant deferral / active EE | $10,929 | $6,447+69.5% | $5,638+93.8% | $6,401+70.7% |
| Admin fee / account holder | $344 | $18,094-98.1% | $14,677-97.7% | $11,429-97.0% |