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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 | $102,644 | $75,962+35.1% | $154,108-33.4% | $64,173+59.9% |
| Participation rate | 66.7% | 70.4%-3.7pp | 83.0%-16.4pp | 69.6%-2.9pp |
| Annual return | -8.26% | 30.32%-38.6pp | 735.21%-743.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $2,764 | $3,350-17.5% | $5,298-47.8% | $2,381+16.1% |
| Participant deferral / active EE | $6,478 | $3,175+104.1% | $5,081+27.5% | $3,470+86.7% |
| Admin fee / account holder | $13,299 | $5,589+138.0% | $13,411-0.8% | $4,887+172.1% |