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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 | $40,279 | $82,678-51.3% | $125,391-67.9% | $68,490-41.2% |
| Participation rate | 62.7% | 75.1%-12.3pp | 82.4%-19.7pp | 67.9%-5.2pp |
| Annual return | -19.94% | -5.97%-14.0pp | 572.41%-592.4pp | -7.85%-12.1pp |
| Employer contribution / active EE | $1,376 | $3,382-59.3% | $4,816-71.4% | $2,597-47.0% |
| Participant deferral / active EE | $5,188 | $6,111-15.1% | $7,448-30.3% | $4,028+28.8% |
| Admin fee / account holder | $4,181 | $6,277-33.4% | $10,009-58.2% | $5,403-22.6% |