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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 | $52,626 | $82,678-36.3% | $125,391-58.0% | $68,490-23.2% |
| Participation rate | 51.6% | 75.1%-23.4pp | 82.4%-30.8pp | 67.9%-16.3pp |
| Annual return | -25.53% | -5.97%-19.6pp | 572.41%-597.9pp | -7.85%-17.7pp |
| Employer contribution / active EE | $2,287 | $3,382-32.4% | $4,816-52.5% | $2,597-11.9% |
| Participant deferral / active EE | $4,761 | $6,111-22.1% | $7,448-36.1% | $4,028+18.2% |
| Admin fee / account holder | $2,409 | $6,277-61.6% | $10,009-75.9% | $5,403-55.4% |