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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 | $107,518 | $82,678+30.0% | $125,391-14.3% | $68,490+57.0% |
| Participation rate | 67.3% | 75.1%-7.7pp | 82.4%-15.0pp | 67.9%-0.5pp |
| Annual return | -19.48% | -5.97%-13.5pp | 572.41%-591.9pp | -7.85%-11.6pp |
| Employer contribution / active EE | $3,787 | $3,382+12.0% | $4,816-21.4% | $2,597+45.8% |
| Participant deferral / active EE | $6,895 | $6,111+12.8% | $7,448-7.4% | $4,028+71.2% |
| Admin fee / account holder | $3,991 | $6,277-36.4% | $10,009-60.1% | $5,403-26.1% |