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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 | $23,750 | $82,674-71.3% | $125,381-81.1% | $68,486-65.3% |
| Participation rate | 63.3% | 75.1%-11.7pp | 82.4%-19.0pp | 67.9%-4.6pp |
| Annual return | -25.78% | -5.97%-19.8pp | 572.31%-598.1pp | -7.85%-17.9pp |
| Employer contribution / active EE | $2,907 | $3,382-14.1% | $4,815-39.6% | $2,597+11.9% |
| Participant deferral / active EE | $6,215 | $6,111+1.7% | $7,448-16.5% | $4,028+54.3% |
| Admin fee / account holder | $1,797 | $6,277-71.4% | $10,007-82.0% | $5,404-66.7% |