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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 | $160,897 | $167,362-3.9% | $143,799+11.9% | $134,532+19.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -21.80% | 0.47%-22.3pp | -0.04%-21.8pp | 418.27%-440.1pp |
| Employer contribution / active EE | $2,302 | $5,620-59.1% | $4,952-53.5% | $4,741-51.5% |
| Participant deferral / active EE | $9,554 | $6,447+48.2% | $5,638+69.4% | $6,401+49.3% |
| Admin fee / account holder | $2,303 | $18,094-87.3% | $14,677-84.3% | $11,429-79.9% |