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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 | $94,857 | $82,674+14.7% | $125,363-24.3% | $68,495+38.5% |
| Participation rate | 65.4% | 75.0%-9.7pp | 82.4%-17.0pp | 67.9%-2.5pp |
| Annual return | -19.79% | -5.97%-13.8pp | 572.15%-591.9pp | -7.84%-11.9pp |
| Employer contribution / active EE | $3,302 | $3,382-2.4% | $4,815-31.4% | $2,596+27.2% |
| Participant deferral / active EE | $9,457 | $6,111+54.8% | $7,447+27.0% | $4,028+134.8% |
| Admin fee / account holder | $8,511 | $6,276+35.6% | $10,005-14.9% | $5,403+57.5% |