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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 | $19,291 | $82,678-76.7% | $125,391-84.6% | $68,490-71.8% |
| Participation rate | 37.8% | 75.1%-37.2pp | 82.4%-44.5pp | 67.9%-30.1pp |
| Annual return | -35.06% | -5.97%-29.1pp | 572.41%-607.5pp | -7.85%-27.2pp |
| Employer contribution / active EE | $3,605 | $3,382+6.6% | $4,816-25.1% | $2,597+38.8% |
| Participant deferral / active EE | $7,341 | $6,111+20.1% | $7,448-1.4% | $4,028+82.3% |
| Admin fee / account holder | $614 | $6,277-90.2% | $10,009-93.9% | $5,403-88.6% |