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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 | $67,196 | $56,134+19.7% | $96,171-30.1% | $85,847-21.7% |
| Participation rate | 65.8% | 56.7%+9.1pp | 68.4%-2.7pp | 69.3%-3.5pp |
| Annual return | -13.93% | 42.30%-56.2pp | 192.04%-206.0pp | 318.61%-332.5pp |
| Employer contribution / active EE | $1,706 | $1,620+5.3% | $2,799-39.1% | $2,565-33.5% |
| Participant deferral / active EE | $2,826 | $2,858-1.1% | $4,350-35.0% | $3,952-28.5% |
| Admin fee / account holder | $1,017 | $3,769-73.0% | $5,538-81.6% | $6,261-83.8% |