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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 | $135,899 | $138,075-1.6% | $123,552+10.0% | $135,379+0.4% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -11.43% | 153.70%-165.1pp | 119.20%-130.6pp | 519.79%-531.2pp |
| Employer contribution / active EE | $2,498 | $5,152-51.5% | $4,628-46.0% | $4,779-47.7% |
| Participant deferral / active EE | $6,020 | $6,800-11.5% | $6,426-6.3% | $5,609+7.3% |
| Admin fee / account holder | $1,624 | $10,917-85.1% | $9,285-82.5% | $10,828-85.0% |