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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 | $96,258 | $91,536+5.2% | $130,062-26.0% | $75,177+28.0% |
| Participation rate | 65.8% | 71.5%-5.7pp | 78.5%-12.7pp | 67.2%-1.4pp |
| Annual return | 12.11% | -631.62%+643.7pp | -137.37%+149.5pp | 160.75%-148.6pp |
| Employer contribution / active EE | $802 | $2,845-71.8% | $4,322-81.4% | $2,671-70.0% |
| Participant deferral / active EE | $3,811 | $4,343-12.3% | $5,821-34.5% | $4,126-7.7% |
| Admin fee / account holder | $13,402 | $6,780+97.7% | $10,601+26.4% | $5,651+137.1% |