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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 | $55,764 | $68,996-19.2% | $159,991-65.1% | $68,495-18.6% |
| Participation rate | 41.8% | 65.4%-23.6pp | 78.0%-36.2pp | 67.9%-26.1pp |
| Annual return | -39.34% | -9.65%-29.7pp | 408.82%-448.2pp | -7.84%-31.5pp |
| Employer contribution / active EE | $1,359 | $2,212-38.6% | $4,225-67.8% | $2,596-47.7% |
| Participant deferral / active EE | $4,706 | $4,211+11.8% | $6,183-23.9% | $4,028+16.9% |
| Admin fee / account holder | $3,048 | $4,797-36.5% | $8,715-65.0% | $5,403-43.6% |