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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 | $86,409 | $82,678+4.5% | $125,391-31.1% | $68,490+26.2% |
| Participation rate | 66.3% | 75.1%-8.8pp | 82.4%-16.1pp | 67.9%-1.6pp |
| Annual return | -21.63% | -5.97%-15.7pp | 572.41%-594.0pp | -7.85%-13.8pp |
| Employer contribution / active EE | $2,331 | $3,382-31.1% | $4,816-51.6% | $2,597-10.2% |
| Participant deferral / active EE | $5,528 | $6,111-9.5% | $7,448-25.8% | $4,028+37.3% |
| Admin fee / account holder | $8,466 | $6,277+34.9% | $10,009-15.4% | $5,403+56.7% |