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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 | $21,452 | $82,678-74.1% | $125,391-82.9% | $68,490-68.7% |
| Participation rate | 65.5% | 75.1%-9.5pp | 82.4%-16.9pp | 67.9%-2.4pp |
| Annual return | -20.89% | -5.97%-14.9pp | 572.41%-593.3pp | -7.85%-13.0pp |
| Employer contribution / active EE | $2,530 | $3,382-25.2% | $4,816-47.5% | $2,597-2.6% |
| Participant deferral / active EE | $5,510 | $6,111-9.8% | $7,448-26.0% | $4,028+36.8% |
| Admin fee / account holder | $1,504 | $6,277-76.0% | $10,009-85.0% | $5,403-72.2% |