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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 | $153,787 | $167,352-8.1% | $143,788+7.0% | $134,509+14.3% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -23.31% | 0.47%-23.8pp | -0.03%-23.3pp | 418.13%-441.4pp |
| Employer contribution / active EE | $2,957 | $5,620-47.4% | $4,952-40.3% | $4,741-37.6% |
| Participant deferral / active EE | $3,672 | $6,447-43.0% | $5,638-34.9% | $6,400-42.6% |
| Admin fee / account holder | $10,085 | $18,091-44.3% | $14,675-31.3% | $11,427-11.7% |