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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 | $27,013 | $82,674-67.3% | $125,363-78.5% | $68,495-60.6% |
| Participation rate | 61.8% | 75.0%-13.3pp | 82.4%-20.6pp | 67.9%-6.1pp |
| Annual return | -19.72% | -5.97%-13.8pp | 572.15%-591.9pp | -7.84%-11.9pp |
| Employer contribution / active EE | $2,118 | $3,382-37.4% | $4,815-56.0% | $2,596-18.4% |
| Participant deferral / active EE | $4,796 | $6,111-21.5% | $7,447-35.6% | $4,028+19.1% |
| Admin fee / account holder | $2,528 | $6,276-59.7% | $10,005-74.7% | $5,403-53.2% |