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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 | $80,747 | $91,536-11.8% | $130,062-37.9% | $75,177+7.4% |
| Participation rate | 65.7% | 71.5%-5.7pp | 78.5%-12.8pp | 67.2%-1.5pp |
| Annual return | 5.24% | -631.62%+636.9pp | -137.37%+142.6pp | 160.75%-155.5pp |
| Employer contribution / active EE | $859 | $2,845-69.8% | $4,322-80.1% | $2,671-67.9% |
| Participant deferral / active EE | $3,651 | $4,343-15.9% | $5,821-37.3% | $4,126-11.5% |
| Admin fee / account holder | $14,246 | $6,780+110.1% | $10,601+34.4% | $5,651+152.1% |