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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 | $107,000 | $100,139+6.9% | $85,187+25.6% | $145,884-26.7% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | -20.86% | 84.15%-105.0pp | 66.67%-87.5pp | 551.85%-572.7pp |
| Employer contribution / active EE | $2,333 | $3,238-27.9% | $2,732-14.6% | $4,662-50.0% |
| Participant deferral / active EE | $15,000 | $5,296+183.3% | $4,525+231.5% | $6,690+124.2% |
| Admin fee / account holder | $20,000 | $7,262+175.4% | $6,162+224.6% | $13,392+49.3% |