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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 | $87,517 | $91,536-4.4% | $130,062-32.7% | $75,177+16.4% |
| Participation rate | 51.3% | 71.5%-20.2pp | 78.5%-27.2pp | 67.2%-15.9pp |
| Annual return | 12.89% | -631.62%+644.5pp | -137.37%+150.3pp | 160.75%-147.9pp |
| Employer contribution / active EE | $1,302 | $2,845-54.2% | $4,322-69.9% | $2,671-51.3% |
| Participant deferral / active EE | $2,096 | $4,343-51.7% | $5,821-64.0% | $4,126-49.2% |
| Admin fee / account holder | $3,549 | $6,780-47.6% | $10,601-66.5% | $5,651-37.2% |