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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 | $87,968 | $63,346+38.9% | $92,240-4.6% | $70,126+25.4% |
| Participation rate | 53.9% | 68.7%-14.7pp | 76.5%-22.5pp | 69.5%-15.6pp |
| Annual return | -28.52% | 530.19%-558.7pp | 176.29%-204.8pp | 73.15%-101.7pp |
| Employer contribution / active EE | $686 | $2,471-72.3% | $3,680-81.4% | $2,343-70.7% |
| Participant deferral / active EE | $3,849 | $2,854+34.9% | $3,897-1.2% | $3,332+15.5% |
| Admin fee / account holder | $2,213 | $3,841-42.4% | $5,194-57.4% | $4,645-52.4% |