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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 | $91,497 | $78,694+16.3% | $67,652+35.2% | $125,389-27.0% |
| Participation rate | 30.0% | 78.8%-48.8pp | 75.7%-45.7pp | 83.2%-53.2pp |
| Annual return | -9.03% | 9.46%-18.5pp | 6625.40%-6634.4pp | 282.24%-291.3pp |
| Employer contribution / active EE | $1,086 | $3,044-64.3% | $2,266-52.1% | $4,866-77.7% |
| Participant deferral / active EE | $2,172 | $4,292-49.4% | $3,560-39.0% | $5,352-59.4% |
| Admin fee / account holder | $8,386 | $7,403+13.3% | $4,821+74.0% | $9,541-12.1% |