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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 | $103,839 | $91,525+13.5% | $130,026-20.1% | $75,181+38.1% |
| Participation rate | 38.5% | 71.4%-33.0pp | 78.5%-40.0pp | 67.2%-28.7pp |
| Annual return | 8.51% | -631.40%+639.9pp | -137.26%+145.8pp | 160.69%-152.2pp |
| Employer contribution / active EE | $1,024 | $2,844-64.0% | $4,321-76.3% | $2,671-61.6% |
| Participant deferral / active EE | $3,566 | $4,342-17.9% | $5,821-38.7% | $4,126-13.6% |
| Admin fee / account holder | $3,489 | $6,778-48.5% | $10,608-67.1% | $5,650-38.2% |