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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 | $127,333 | $82,678+54.0% | $125,391+1.5% | $68,490+85.9% |
| Participation rate | 53.7% | 75.1%-21.4pp | 82.4%-28.7pp | 67.9%-14.2pp |
| Annual return | -23.35% | -5.97%-17.4pp | 572.41%-595.8pp | -7.85%-15.5pp |
| Employer contribution / active EE | $2,939 | $3,382-13.1% | $4,816-39.0% | $2,597+13.2% |
| Participant deferral / active EE | $5,283 | $6,111-13.6% | $7,448-29.1% | $4,028+31.2% |
| Admin fee / account holder | $6,969 | $6,277+11.0% | $10,009-30.4% | $5,403+29.0% |