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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 | $69,033 | $82,674-16.5% | $125,381-44.9% | $68,486+0.8% |
| Participation rate | 55.6% | 75.1%-19.5pp | 82.4%-26.8pp | 67.9%-12.3pp |
| Annual return | -19.76% | -5.97%-13.8pp | 572.31%-592.1pp | -7.85%-11.9pp |
| Employer contribution / active EE | $1,921 | $3,382-43.2% | $4,815-60.1% | $2,597-26.0% |
| Participant deferral / active EE | $3,814 | $6,111-37.6% | $7,448-48.8% | $4,028-5.3% |
| Admin fee / account holder | $1,153 | $6,277-81.6% | $10,007-88.5% | $5,404-78.7% |