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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 | $100,179 | $78,690+27.3% | $161,489-38.0% | $87,485+14.5% |
| Participation rate | 59.5% | 67.5%-7.9pp | 78.7%-19.2pp | 68.9%-9.4pp |
| Annual return | -1.97% | 32.74%-34.7pp | 89.72%-91.7pp | 26.06%-28.0pp |
| Employer contribution / active EE | $1,505 | $2,588-41.8% | $4,268-64.7% | $2,596-42.0% |
| Participant deferral / active EE | $4,796 | $3,311+44.8% | $5,630-14.8% | $4,274+12.2% |
| Admin fee / account holder | $39,659 | $6,724+489.8% | $16,006+147.8% | $7,775+410.1% |