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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 | $40,888 | $69,012-40.8% | $160,009-74.4% | $68,486-40.3% |
| Participation rate | 68.3% | 65.4%+2.9pp | 78.0%-9.7pp | 67.9%+0.4pp |
| Annual return | -23.34% | -9.65%-13.7pp | 408.85%-432.2pp | -7.85%-15.5pp |
| Employer contribution / active EE | $2,141 | $2,212-3.2% | $4,225-49.3% | $2,597-17.5% |
| Participant deferral / active EE | $3,993 | $4,212-5.2% | $6,183-35.4% | $4,028-0.9% |
| Admin fee / account holder | $2,643 | $4,798-44.9% | $8,715-69.7% | $5,404-51.1% |