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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 | $93,905 | $82,678+13.6% | $125,391-25.1% | $68,490+37.1% |
| Participation rate | 51.9% | 75.1%-23.2pp | 82.4%-30.5pp | 67.9%-16.0pp |
| Annual return | -19.77% | -5.97%-13.8pp | 572.41%-592.2pp | -7.85%-11.9pp |
| Employer contribution / active EE | $1,956 | $3,382-42.2% | $4,816-59.4% | $2,597-24.7% |
| Participant deferral / active EE | $4,680 | $6,111-23.4% | $7,448-37.2% | $4,028+16.2% |
| Admin fee / account holder | $1,547 | $6,277-75.4% | $10,009-84.5% | $5,403-71.4% |