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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 | $27,896 | $91,525-69.5% | $130,026-78.5% | $75,181-62.9% |
| Participation rate | 65.9% | 71.4%-5.6pp | 78.5%-12.6pp | 67.2%-1.3pp |
| Annual return | 9.53% | -631.40%+640.9pp | -137.26%+146.8pp | 160.69%-151.2pp |
| Employer contribution / active EE | $2,308 | $2,844-18.9% | $4,321-46.6% | $2,671-13.6% |
| Participant deferral / active EE | $4,046 | $4,342-6.8% | $5,821-30.5% | $4,126-1.9% |
| Admin fee / account holder | $9,763 | $6,778+44.0% | $10,608-8.0% | $5,650+72.8% |