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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 | $102,845 | $91,536+12.4% | $130,062-20.9% | $75,177+36.8% |
| Participation rate | 63.3% | 71.5%-8.2pp | 78.5%-15.2pp | 67.2%-3.9pp |
| Annual return | 11.53% | -631.62%+643.1pp | -137.37%+148.9pp | 160.75%-149.2pp |
| Employer contribution / active EE | $2,297 | $2,845-19.2% | $4,322-46.8% | $2,671-14.0% |
| Participant deferral / active EE | $4,508 | $4,343+3.8% | $5,821-22.6% | $4,126+9.2% |
| Admin fee / account holder | $16,770 | $6,780+147.4% | $10,601+58.2% | $5,651+196.7% |