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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 | $84,071 | $82,674+1.7% | $125,363-32.9% | $68,495+22.7% |
| Participation rate | 28.3% | 75.0%-46.7pp | 82.4%-54.0pp | 67.9%-39.6pp |
| Annual return | -20.25% | -5.97%-14.3pp | 572.15%-592.4pp | -7.84%-12.4pp |
| Employer contribution / active EE | $11,679 | $3,382+245.4% | $4,815+142.6% | $2,596+349.8% |
| Participant deferral / active EE | $4,077 | $6,111-33.3% | $7,447-45.3% | $4,028+1.2% |
| Admin fee / account holder | $1,283 | $6,276-79.6% | $10,005-87.2% | $5,403-76.3% |