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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 | $72,600 | $82,674-12.2% | $125,363-42.1% | $68,495+6.0% |
| Participation rate | 67.5% | 75.0%-7.5pp | 82.4%-14.9pp | 67.9%-0.4pp |
| Annual return | -19.44% | -5.97%-13.5pp | 572.15%-591.6pp | -7.84%-11.6pp |
| Employer contribution / active EE | $2,743 | $3,382-18.9% | $4,815-43.0% | $2,596+5.7% |
| Participant deferral / active EE | $7,016 | $6,111+14.8% | $7,447-5.8% | $4,028+74.2% |
| Admin fee / account holder | $3,298 | $6,276-47.4% | $10,005-67.0% | $5,403-39.0% |