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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 | $46,426 | $82,674-43.8% | $125,381-63.0% | $68,486-32.2% |
| Participation rate | 69.2% | 75.1%-5.8pp | 82.4%-13.1pp | 67.9%+1.3pp |
| Annual return | -21.36% | -5.97%-15.4pp | 572.31%-593.7pp | -7.85%-13.5pp |
| Employer contribution / active EE | $1,497 | $3,382-55.7% | $4,815-68.9% | $2,597-42.4% |
| Participant deferral / active EE | $2,778 | $6,111-54.5% | $7,448-62.7% | $4,028-31.0% |
| Admin fee / account holder | $4,811 | $6,277-23.4% | $10,007-51.9% | $5,404-11.0% |