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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 | $60,355 | $82,674-27.0% | $125,381-51.9% | $68,486-11.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | -19.43% | -5.97%-13.5pp | 572.31%-591.7pp | -7.85%-11.6pp |
| Employer contribution / active EE | $1,561 | $3,382-53.8% | $4,815-67.6% | $2,597-39.9% |
| Participant deferral / active EE | $2,663 | $6,111-56.4% | $7,448-64.2% | $4,028-33.9% |
| Admin fee / account holder | $581 | $6,277-90.7% | $10,007-94.2% | $5,404-89.3% |