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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 | $139,549 | $155,555-10.3% | $146,866-5.0% | $155,188-10.1% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.5%-22.5pp | 80.8%-20.8pp |
| Annual return | -2.26% | 115.41%-117.7pp | 102.85%-105.1pp | 148.84%-151.1pp |
| Employer contribution / active EE | $4,292 | $4,647-7.6% | $4,425-3.0% | $4,248+1.0% |
| Participant deferral / active EE | $11,954 | $8,044+48.6% | $7,759+54.1% | $6,531+83.0% |
| Admin fee / account holder | $830,100 | $14,755+5525.7% | $13,620+5994.7% | $14,480+5632.8% |