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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 | $55,000 | $82,674-33.5% | $125,381-56.1% | $68,486-19.7% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.4%-22.4pp | 67.9%-7.9pp |
| Annual return | -20.94% | -5.97%-15.0pp | 572.31%-593.2pp | -7.85%-13.1pp |
| Employer contribution / active EE | $1,779 | $3,382-47.4% | $4,815-63.1% | $2,597-31.5% |
| Participant deferral / active EE | $5,669 | $6,111-7.2% | $7,448-23.9% | $4,028+40.7% |
| Admin fee / account holder | $3,109 | $6,277-50.5% | $10,007-68.9% | $5,404-42.5% |