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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 | $98,224 | $82,674+18.8% | $125,381-21.7% | $68,486+43.4% |
| Participation rate | 69.7% | 75.1%-5.4pp | 82.4%-12.7pp | 67.9%+1.8pp |
| Annual return | -19.65% | -5.97%-13.7pp | 572.31%-592.0pp | -7.85%-11.8pp |
| Employer contribution / active EE | $5,472 | $3,382+61.8% | $4,815+13.6% | $2,597+110.7% |
| Participant deferral / active EE | $7,955 | $6,111+30.2% | $7,448+6.8% | $4,028+97.5% |
| Admin fee / account holder | $1,568 | $6,277-75.0% | $10,007-84.3% | $5,404-71.0% |