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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 | $54,876 | $72,404-24.2% | $110,243-50.2% | $64,173-14.5% |
| Participation rate | 65.6% | 73.3%-7.7pp | 79.8%-14.2pp | 69.6%-3.9pp |
| Annual return | -7.98% | -6.29%-1.7pp | 314.76%-322.7pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,918 | $2,282-15.9% | $3,827-49.9% | $2,381-19.4% |
| Participant deferral / active EE | $3,883 | $3,469+11.9% | $4,672-16.9% | $3,470+11.9% |
| Admin fee / account holder | $2,219 | $5,664-60.8% | $8,548-74.0% | $4,887-54.6% |