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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 | $52,359 | $82,674-36.7% | $125,381-58.2% | $68,486-23.5% |
| Participation rate | 69.9% | 75.1%-5.2pp | 82.4%-12.5pp | 67.9%+2.0pp |
| Annual return | -19.81% | -5.97%-13.8pp | 572.31%-592.1pp | -7.85%-12.0pp |
| Employer contribution / active EE | $3,622 | $3,382+7.1% | $4,815-24.8% | $2,597+39.5% |
| Participant deferral / active EE | $9,121 | $6,111+49.3% | $7,448+22.5% | $4,028+126.5% |
| Admin fee / account holder | $6,496 | $6,277+3.5% | $10,007-35.1% | $5,404+20.2% |