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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 | $24,932 | $82,678-69.8% | $125,391-80.1% | $68,490-63.6% |
| Participation rate | 56.3% | 75.1%-18.8pp | 82.4%-26.1pp | 67.9%-11.6pp |
| Annual return | -25.99% | -5.97%-20.0pp | 572.41%-598.4pp | -7.85%-18.1pp |
| Employer contribution / active EE | $1,840 | $3,382-45.6% | $4,816-61.8% | $2,597-29.2% |
| Participant deferral / active EE | $4,475 | $6,111-26.8% | $7,448-39.9% | $4,028+11.1% |
| Admin fee / account holder | $1,076 | $6,277-82.9% | $10,009-89.2% | $5,403-80.1% |