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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 | $65,094 | $45,872+41.9% | $77,100-15.6% | $68,490-5.0% |
| Participation rate | 65.6% | 55.9%+9.7pp | 67.9%-2.3pp | 67.9%-2.3pp |
| Annual return | -41.44% | 1.73%-43.2pp | 42.35%-83.8pp | -7.85%-33.6pp |
| Employer contribution / active EE | $8,725 | $1,650+428.9% | $2,815+209.9% | $2,597+236.0% |
| Participant deferral / active EE | $5,600 | $2,963+89.0% | $4,430+26.4% | $4,028+39.0% |
| Admin fee / account holder | $11,409 | $3,041+275.1% | $5,443+109.6% | $5,403+111.2% |