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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 | $57,812 | $142,392-59.4% | $119,622-51.7% | $134,532-57.0% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -21.38% | -12.46%-8.9pp | -14.98%-6.4pp | 418.27%-439.6pp |
| Employer contribution / active EE | $1,961 | $5,224-62.5% | $4,232-53.7% | $4,741-58.6% |
| Participant deferral / active EE | $11,522 | $6,467+78.2% | $5,601+105.7% | $6,401+80.0% |
| Admin fee / account holder | $2,578 | $13,593-81.0% | $10,328-75.0% | $11,429-77.4% |