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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 | $169,421 | $217,427-22.1% | $185,837-8.8% | $167,518+1.1% |
| Participation rate | 61.5% | 86.0%-24.5pp | 81.7%-20.2pp | 82.1%-20.6pp |
| Annual return | -4.37% | 148.39%-152.8pp | 122.08%-126.5pp | 478.71%-483.1pp |
| Employer contribution / active EE | $1,413 | $5,874-75.9% | $5,168-72.7% | $4,838-70.8% |
| Participant deferral / active EE | $4,478 | $6,357-29.6% | $5,568-19.6% | $6,342-29.4% |
| Admin fee / account holder | $4,904 | $19,816-75.3% | $16,241-69.8% | $12,312-60.2% |