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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 | $33,470 | $82,674-59.5% | $125,381-73.3% | $68,486-51.1% |
| Participation rate | 45.5% | 75.1%-29.6pp | 82.4%-36.9pp | 67.9%-22.4pp |
| Annual return | -21.09% | -5.97%-15.1pp | 572.31%-593.4pp | -7.85%-13.2pp |
| Employer contribution / active EE | $1,060 | $3,382-68.7% | $4,815-78.0% | $2,597-59.2% |
| Participant deferral / active EE | $4,397 | $6,111-28.1% | $7,448-41.0% | $4,028+9.2% |
| Admin fee / account holder | $10,015 | $6,277+59.6% | $10,007+0.1% | $5,404+85.3% |