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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 | $147,866 | $167,353-11.6% | $143,797+2.8% | $134,545+9.9% |
| Participation rate | 14.3% | 84.8%-70.5pp | 80.3%-66.0pp | 81.2%-66.9pp |
| Annual return | -25.50% | 0.48%-26.0pp | -0.04%-25.5pp | 418.37%-443.9pp |
| Employer contribution / active EE | $4,274 | $5,620-24.0% | $4,952-13.7% | $4,742-9.9% |
| Participant deferral / active EE | $3,393 | $6,447-47.4% | $5,638-39.8% | $6,401-47.0% |
| Admin fee / account holder | $1,929 | $18,096-89.3% | $14,679-86.9% | $11,431-83.1% |