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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 | $142,500 | $82,678+72.4% | $125,391+13.6% | $68,490+108.1% |
| Participation rate | 61.5% | 75.1%-13.5pp | 82.4%-20.8pp | 67.9%-6.4pp |
| Annual return | -23.72% | -5.97%-17.8pp | 572.41%-596.1pp | -7.85%-15.9pp |
| Employer contribution / active EE | $2,909 | $3,382-14.0% | $4,816-39.6% | $2,597+12.0% |
| Participant deferral / active EE | $8,003 | $6,111+30.9% | $7,448+7.4% | $4,028+98.7% |
| Admin fee / account holder | $11,526 | $6,277+83.6% | $10,009+15.2% | $5,403+113.3% |