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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 | $95,495 | $91,537+4.3% | $130,045-26.6% | $75,173+27.0% |
| Participation rate | 67.6% | 71.5%-3.9pp | 78.5%-10.9pp | 67.2%+0.4pp |
| Annual return | 9.20% | -631.55%+640.8pp | -137.30%+146.5pp | 160.72%-151.5pp |
| Employer contribution / active EE | $1,624 | $2,845-42.9% | $4,321-62.4% | $2,671-39.2% |
| Participant deferral / active EE | $2,982 | $4,343-31.3% | $5,820-48.8% | $4,126-27.7% |
| Admin fee / account holder | $1,945 | $6,780-71.3% | $10,600-81.7% | $5,651-65.6% |