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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 | $99,125 | $91,537+8.3% | $130,045-23.8% | $75,173+31.9% |
| Participation rate | 65.5% | 71.5%-5.9pp | 78.5%-13.0pp | 67.2%-1.7pp |
| Annual return | -20.64% | -631.55%+610.9pp | -137.30%+116.7pp | 160.72%-181.4pp |
| Employer contribution / active EE | $1,264 | $2,845-55.6% | $4,321-70.7% | $2,671-52.7% |
| Participant deferral / active EE | $3,825 | $4,343-11.9% | $5,820-34.3% | $4,126-7.3% |
| Admin fee / account holder | $15,827 | $6,780+133.4% | $10,600+49.3% | $5,651+180.1% |