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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 | $36,676 | $82,678-55.6% | $125,391-70.8% | $68,490-46.5% |
| Participation rate | 51.4% | 75.1%-23.6pp | 82.4%-31.0pp | 67.9%-16.5pp |
| Annual return | -20.82% | -5.97%-14.9pp | 572.41%-593.2pp | -7.85%-13.0pp |
| Employer contribution / active EE | $2,167 | $3,382-35.9% | $4,816-55.0% | $2,597-16.5% |
| Participant deferral / active EE | $7,224 | $6,111+18.2% | $7,448-3.0% | $4,028+79.4% |
| Admin fee / account holder | $587 | $6,277-90.7% | $10,009-94.1% | $5,403-89.1% |