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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 | $56,567 | $82,674-31.6% | $125,381-54.9% | $68,486-17.4% |
| Participation rate | 69.2% | 75.1%-5.8pp | 82.4%-13.1pp | 67.9%+1.3pp |
| Annual return | -22.14% | -5.97%-16.2pp | 572.31%-594.5pp | -7.85%-14.3pp |
| Employer contribution / active EE | $3,942 | $3,382+16.6% | $4,815-18.1% | $2,597+51.8% |
| Participant deferral / active EE | $9,558 | $6,111+56.4% | $7,448+28.3% | $4,028+137.3% |
| Admin fee / account holder | $10,577 | $6,277+68.5% | $10,007+5.7% | $5,404+95.7% |