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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 | $64,776 | $82,674-21.6% | $125,381-48.3% | $68,486-5.4% |
| Participation rate | 54.8% | 75.1%-20.3pp | 82.4%-27.6pp | 67.9%-13.1pp |
| Annual return | -19.47% | -5.97%-13.5pp | 572.31%-591.8pp | -7.85%-11.6pp |
| Employer contribution / active EE | $1,549 | $3,382-54.2% | $4,815-67.8% | $2,597-40.4% |
| Participant deferral / active EE | $3,531 | $6,111-42.2% | $7,448-52.6% | $4,028-12.3% |
| Admin fee / account holder | $7,919 | $6,277+26.2% | $10,007-20.9% | $5,404+46.5% |