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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 | $92,937 | $82,678+12.4% | $125,391-25.9% | $68,490+35.7% |
| Participation rate | 45.8% | 75.1%-29.3pp | 82.4%-36.6pp | 67.9%-22.1pp |
| Annual return | -24.73% | -5.97%-18.8pp | 572.41%-597.1pp | -7.85%-16.9pp |
| Employer contribution / active EE | $1,367 | $3,382-59.6% | $4,816-71.6% | $2,597-47.3% |
| Participant deferral / active EE | $3,357 | $6,111-45.1% | $7,448-54.9% | $4,028-16.7% |
| Admin fee / account holder | $4,217 | $6,277-32.8% | $10,009-57.9% | $5,403-21.9% |