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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 | $103,921 | $91,536+13.5% | $130,062-20.1% | $75,177+38.2% |
| Participation rate | 65.7% | 71.5%-5.7pp | 78.5%-12.8pp | 67.2%-1.5pp |
| Annual return | 11.44% | -631.62%+643.1pp | -137.37%+148.8pp | 160.75%-149.3pp |
| Employer contribution / active EE | $1,850 | $2,845-35.0% | $4,322-57.2% | $2,671-30.7% |
| Participant deferral / active EE | $4,509 | $4,343+3.8% | $5,821-22.5% | $4,126+9.3% |
| Admin fee / account holder | $1,394 | $6,780-79.4% | $10,601-86.9% | $5,651-75.3% |