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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 | $76,820 | $82,674-7.1% | $125,381-38.7% | $68,486+12.2% |
| Participation rate | 64.7% | 75.1%-10.3pp | 82.4%-17.7pp | 67.9%-3.2pp |
| Annual return | -19.95% | -5.97%-14.0pp | 572.31%-592.3pp | -7.85%-12.1pp |
| Employer contribution / active EE | $1,874 | $3,382-44.6% | $4,815-61.1% | $2,597-27.8% |
| Participant deferral / active EE | $4,617 | $6,111-24.5% | $7,448-38.0% | $4,028+14.6% |
| Admin fee / account holder | $2,063 | $6,277-67.1% | $10,007-79.4% | $5,404-61.8% |