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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 | $91,525 | $142,361-35.7% | $119,608-23.5% | $134,509-32.0% |
| Participation rate | 53.3% | 82.8%-29.5pp | 79.3%-25.9pp | 81.2%-27.9pp |
| Annual return | -20.18% | -12.46%-7.7pp | -14.98%-5.2pp | 418.13%-438.3pp |
| Employer contribution / active EE | $2,158 | $5,224-58.7% | $4,232-49.0% | $4,741-54.5% |
| Participant deferral / active EE | $6,689 | $6,468+3.4% | $5,601+19.4% | $6,400+4.5% |
| Admin fee / account holder | $4,057 | $13,588-70.1% | $10,326-60.7% | $11,427-64.5% |