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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 | $100,564 | $91,537+9.9% | $130,045-22.7% | $75,173+33.8% |
| Participation rate | 66.7% | 71.5%-4.8pp | 78.5%-11.8pp | 67.2%-0.5pp |
| Annual return | 9.59% | -631.55%+641.1pp | -137.30%+146.9pp | 160.72%-151.1pp |
| Employer contribution / active EE | $3,501 | $2,845+23.1% | $4,321-19.0% | $2,671+31.1% |
| Participant deferral / active EE | $7,214 | $4,343+66.1% | $5,820+24.0% | $4,126+74.8% |
| Admin fee / account holder | $28,038 | $6,780+313.6% | $10,600+164.5% | $5,651+396.2% |