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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 | $35,408 | $82,678-57.2% | $125,391-71.8% | $68,490-48.3% |
| Participation rate | 57.1% | 75.1%-17.9pp | 82.4%-25.2pp | 67.9%-10.8pp |
| Annual return | -20.27% | -5.97%-14.3pp | 572.41%-592.7pp | -7.85%-12.4pp |
| Employer contribution / active EE | $1,323 | $3,382-60.9% | $4,816-72.5% | $2,597-49.1% |
| Participant deferral / active EE | $2,917 | $6,111-52.3% | $7,448-60.8% | $4,028-27.6% |
| Admin fee / account holder | $10,016 | $6,277+59.6% | $10,009+0.1% | $5,403+85.4% |