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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 | $92,197 | $70,587+30.6% | $124,693-26.1% | $85,856+7.4% |
| Participation rate | 65.9% | 64.4%+1.5pp | 74.6%-8.7pp | 69.3%-3.4pp |
| Annual return | -18.90% | 20688.83%-20707.7pp | 5144.19%-5163.1pp | 318.58%-337.5pp |
| Employer contribution / active EE | $1,602 | $1,913-16.3% | $3,324-51.8% | $2,565-37.5% |
| Participant deferral / active EE | $2,178 | $2,969-26.6% | $4,615-52.8% | $3,952-44.9% |
| Admin fee / account holder | $3,267 | $5,282-38.1% | $7,494-56.4% | $6,261-47.8% |