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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 | $174,162 | $165,584+5.2% | $142,942+21.8% | $137,256+26.9% |
| Participation rate | 66.7% | 80.1%-13.4pp | 76.8%-10.2pp | 80.0%-13.3pp |
| Annual return | -15.78% | 164.22%-180.0pp | 113.70%-129.5pp | 220.34%-236.1pp |
| Employer contribution / active EE | $2,823 | $4,725-40.3% | $4,139-31.8% | $4,156-32.1% |
| Participant deferral / active EE | $2,823 | $8,194-65.5% | $7,128-60.4% | $6,407-55.9% |
| Admin fee / account holder | $124,071 | $16,167+667.4% | $12,475+894.5% | $12,270+911.2% |