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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 | $70,612 | $82,674-14.6% | $125,381-43.7% | $68,486+3.1% |
| Participation rate | 55.6% | 75.1%-19.5pp | 82.4%-26.8pp | 67.9%-12.3pp |
| Annual return | -20.82% | -5.97%-14.9pp | 572.31%-593.1pp | -7.85%-13.0pp |
| Employer contribution / active EE | $1,067 | $3,382-68.5% | $4,815-77.8% | $2,597-58.9% |
| Participant deferral / active EE | $3,106 | $6,111-49.2% | $7,448-58.3% | $4,028-22.9% |
| Admin fee / account holder | $2,781 | $6,277-55.7% | $10,007-72.2% | $5,404-48.5% |