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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 | $82,103 | $82,678-0.7% | $125,391-34.5% | $68,490+19.9% |
| Participation rate | 56.0% | 75.1%-19.1pp | 82.4%-26.4pp | 67.9%-11.9pp |
| Annual return | -33.08% | -5.97%-27.1pp | 572.41%-605.5pp | -7.85%-25.2pp |
| Employer contribution / active EE | $3,941 | $3,382+16.5% | $4,816-18.2% | $2,597+51.8% |
| Participant deferral / active EE | $6,197 | $6,111+1.4% | $7,448-16.8% | $4,028+53.9% |
| Admin fee / account holder | $2,289 | $6,277-63.5% | $10,009-77.1% | $5,403-57.6% |