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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 | $77,167 | $82,674-6.7% | $125,381-38.5% | $68,486+12.7% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.4%-22.4pp | 67.9%-7.9pp |
| Annual return | -20.39% | -5.97%-14.4pp | 572.31%-592.7pp | -7.85%-12.5pp |
| Employer contribution / active EE | $3,247 | $3,382-4.0% | $4,815-32.6% | $2,597+25.0% |
| Participant deferral / active EE | $8,746 | $6,111+43.1% | $7,448+17.4% | $4,028+117.1% |
| Admin fee / account holder | $753 | $6,277-88.0% | $10,007-92.5% | $5,404-86.1% |