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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 | $107,066 | $82,678+29.5% | $125,391-14.6% | $68,490+56.3% |
| Participation rate | 69.7% | 75.1%-5.4pp | 82.4%-12.7pp | 67.9%+1.8pp |
| Annual return | -26.31% | -5.97%-20.3pp | 572.41%-598.7pp | -7.85%-18.5pp |
| Employer contribution / active EE | $1,648 | $3,382-51.3% | $4,816-65.8% | $2,597-36.5% |
| Participant deferral / active EE | $4,273 | $6,111-30.1% | $7,448-42.6% | $4,028+6.1% |
| Admin fee / account holder | $1,152 | $6,277-81.6% | $10,009-88.5% | $5,403-78.7% |