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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 | $69,657 | $63,703+9.3% | $93,063-25.2% | $82,448-15.5% |
| Participation rate | 64.0% | 63.8%+0.2pp | 72.1%-8.1pp | 68.1%-4.1pp |
| Annual return | 11.64% | -775.43%+787.1pp | 34.15%-22.5pp | 41.64%-30.0pp |
| Employer contribution / active EE | $1,014 | $1,729-41.4% | $2,476-59.1% | $2,551-60.3% |
| Participant deferral / active EE | $2,424 | $2,919-17.0% | $3,958-38.8% | $4,139-41.4% |
| Admin fee / account holder | $16,008 | $5,982+167.6% | $6,033+165.3% | $7,234+121.3% |