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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 | $25,396 | $54,357-53.3% | $82,706-69.3% | $68,495-62.9% |
| Participation rate | 54.3% | 63.9%-9.6pp | 72.6%-18.3pp | 67.9%-13.6pp |
| Annual return | -20.75% | -13.67%-7.1pp | 701.76%-722.5pp | -7.84%-12.9pp |
| Employer contribution / active EE | $2,344 | $2,218+5.7% | $3,007-22.1% | $2,596-9.7% |
| Participant deferral / active EE | $4,110 | $3,246+26.6% | $4,394-6.5% | $4,028+2.1% |
| Admin fee / account holder | $2,404 | $4,396-45.3% | $5,329-54.9% | $5,403-55.5% |