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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 | $45,553 | $82,674-44.9% | $125,363-63.7% | $68,495-33.5% |
| Participation rate | 55.9% | 75.0%-19.2pp | 82.4%-26.5pp | 67.9%-12.0pp |
| Annual return | -20.14% | -5.97%-14.2pp | 572.15%-592.3pp | -7.84%-12.3pp |
| Employer contribution / active EE | $4,238 | $3,382+25.3% | $4,815-12.0% | $2,596+63.2% |
| Participant deferral / active EE | $7,811 | $6,111+27.8% | $7,447+4.9% | $4,028+93.9% |
| Admin fee / account holder | $3,819 | $6,276-39.2% | $10,005-61.8% | $5,403-29.3% |