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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 | $88,227 | $82,674+6.7% | $125,363-29.6% | $68,495+28.8% |
| Participation rate | 63.5% | 75.0%-11.6pp | 82.4%-18.9pp | 67.9%-4.4pp |
| Annual return | -19.40% | -5.97%-13.4pp | 572.15%-591.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,352 | $3,382-60.0% | $4,815-71.9% | $2,596-47.9% |
| Participant deferral / active EE | $3,065 | $6,111-49.8% | $7,447-58.8% | $4,028-23.9% |
| Admin fee / account holder | $4,721 | $6,276-24.8% | $10,005-52.8% | $5,403-12.6% |