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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 | $62,999 | $91,537-31.2% | $130,045-51.6% | $75,173-16.2% |
| Participation rate | 57.6% | 71.5%-13.9pp | 78.5%-20.9pp | 67.2%-9.6pp |
| Annual return | 9.94% | -631.55%+641.5pp | -137.30%+147.2pp | 160.72%-150.8pp |
| Employer contribution / active EE | $1,967 | $2,845-30.9% | $4,321-54.5% | $2,671-26.4% |
| Participant deferral / active EE | $2,386 | $4,343-45.1% | $5,820-59.0% | $4,126-42.2% |
| Admin fee / account holder | $16,817 | $6,780+148.0% | $10,600+58.6% | $5,651+197.6% |