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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 | $42,822 | $82,674-48.2% | $125,381-65.8% | $68,486-37.5% |
| Participation rate | 55.3% | 75.1%-19.7pp | 82.4%-27.1pp | 67.9%-12.6pp |
| Annual return | -21.91% | -5.97%-15.9pp | 572.31%-594.2pp | -7.85%-14.1pp |
| Employer contribution / active EE | $2,693 | $3,382-20.4% | $4,815-44.1% | $2,597+3.7% |
| Participant deferral / active EE | $6,348 | $6,111+3.9% | $7,448-14.8% | $4,028+57.6% |
| Admin fee / account holder | $1,130 | $6,277-82.0% | $10,007-88.7% | $5,404-79.1% |