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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 | $99,998 | $82,678+20.9% | $125,391-20.3% | $68,490+46.0% |
| Participation rate | 62.7% | 75.1%-12.3pp | 82.4%-19.6pp | 67.9%-5.2pp |
| Annual return | -24.37% | -5.97%-18.4pp | 572.41%-596.8pp | -7.85%-16.5pp |
| Employer contribution / active EE | $1,137 | $3,382-66.4% | $4,816-76.4% | $2,597-56.2% |
| Participant deferral / active EE | $7,345 | $6,111+20.2% | $7,448-1.4% | $4,028+82.4% |
| Admin fee / account holder | $2,842 | $6,277-54.7% | $10,009-71.6% | $5,403-47.4% |