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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 | $60,906 | $75,962-19.8% | $154,108-60.5% | $64,173-5.1% |
| Participation rate | 69.8% | 70.4%-0.6pp | 83.0%-13.3pp | 69.6%+0.2pp |
| Annual return | -8.67% | 30.32%-39.0pp | 735.21%-743.9pp | 7.63%-16.3pp |
| Employer contribution / active EE | $4,800 | $3,350+43.3% | $5,298-9.4% | $2,381+101.6% |
| Participant deferral / active EE | $12,238 | $3,175+285.5% | $5,081+140.9% | $3,470+252.7% |
| Admin fee / account holder | $1,166 | $5,589-79.1% | $13,411-91.3% | $4,887-76.1% |