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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 | $21,808 | $82,678-73.6% | $125,391-82.6% | $68,490-68.2% |
| Participation rate | 62.5% | 75.1%-12.6pp | 82.4%-19.9pp | 67.9%-5.4pp |
| Annual return | -20.03% | -5.97%-14.1pp | 572.41%-592.4pp | -7.85%-12.2pp |
| Employer contribution / active EE | $2,114 | $3,382-37.5% | $4,816-56.1% | $2,597-18.6% |
| Participant deferral / active EE | $4,771 | $6,111-21.9% | $7,448-35.9% | $4,028+18.5% |
| Admin fee / account holder | $2,566 | $6,277-59.1% | $10,009-74.4% | $5,403-52.5% |