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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 | $29,095 | $83,427-65.1% | $115,756-74.9% | $68,486-57.5% |
| Participation rate | 63.9% | 71.9%-8.0pp | 77.1%-13.2pp | 67.9%-4.0pp |
| Annual return | -51.42% | -10.95%-40.5pp | 143.14%-194.6pp | -7.85%-43.6pp |
| Employer contribution / active EE | $1,452 | $3,075-52.8% | $3,793-61.7% | $2,597-44.1% |
| Participant deferral / active EE | $5,022 | $5,355-6.2% | $6,254-19.7% | $4,028+24.7% |
| Admin fee / account holder | $5,500 | $5,708-3.6% | $8,124-32.3% | $5,404+1.8% |