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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 | $87,187 | $93,117-6.4% | $77,096+13.1% | $134,532-35.2% |
| Participation rate | 62.5% | 74.5%-12.0pp | 67.9%-5.4pp | 81.2%-18.7pp |
| Annual return | -23.31% | 62.67%-86.0pp | 42.35%-65.7pp | 418.27%-441.6pp |
| Employer contribution / active EE | $2,861 | $3,420-16.4% | $2,814+1.7% | $4,741-39.7% |
| Participant deferral / active EE | $7,734 | $5,241+47.6% | $4,429+74.6% | $6,401+20.8% |
| Admin fee / account holder | $591 | $6,948-91.5% | $5,428-89.1% | $11,429-94.8% |