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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 | $101,721 | $98,776+3.0% | $149,745-32.1% | $79,856+27.4% |
| Participation rate | 61.4% | 75.8%-14.4pp | 82.5%-21.1pp | 69.6%-8.3pp |
| Annual return | -27.67% | 27.38%-55.0pp | 276.72%-304.4pp | 31.71%-59.4pp |
| Employer contribution / active EE | $2,576 | $3,217-19.9% | $4,646-44.5% | $2,471+4.2% |
| Participant deferral / active EE | $5,122 | $5,681-9.9% | $6,843-25.2% | $3,741+36.9% |
| Admin fee / account holder | $7,895 | $6,053+30.4% | $9,312-15.2% | $5,306+48.8% |