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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 | $98,299 | $82,674+18.9% | $125,381-21.6% | $68,486+43.5% |
| Participation rate | 69.2% | 75.1%-5.8pp | 82.4%-13.1pp | 67.9%+1.3pp |
| Annual return | -22.18% | -5.97%-16.2pp | 572.31%-594.5pp | -7.85%-14.3pp |
| Employer contribution / active EE | $3,281 | $3,382-3.0% | $4,815-31.9% | $2,597+26.4% |
| Participant deferral / active EE | $8,027 | $6,111+31.4% | $7,448+7.8% | $4,028+99.3% |
| Admin fee / account holder | $1,853 | $6,277-70.5% | $10,007-81.5% | $5,404-65.7% |