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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 | $28,168 | $82,678-65.9% | $125,391-77.5% | $68,490-58.9% |
| Participation rate | 54.8% | 75.1%-20.2pp | 82.4%-27.5pp | 67.9%-13.1pp |
| Annual return | -21.56% | -5.97%-15.6pp | 572.41%-594.0pp | -7.85%-13.7pp |
| Employer contribution / active EE | $1,865 | $3,382-44.9% | $4,816-61.3% | $2,597-28.2% |
| Participant deferral / active EE | $3,090 | $6,111-49.4% | $7,448-58.5% | $4,028-23.3% |
| Admin fee / account holder | $3,818 | $6,277-39.2% | $10,009-61.9% | $5,403-29.3% |