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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 | $76,361 | $82,674-7.6% | $125,381-39.1% | $68,486+11.5% |
| Participation rate | 20.0% | 75.1%-55.1pp | 82.4%-62.4pp | 67.9%-47.9pp |
| Annual return | -20.64% | -5.97%-14.7pp | 572.31%-592.9pp | -7.85%-12.8pp |
| Employer contribution / active EE | $903 | $3,382-73.3% | $4,815-81.3% | $2,597-65.2% |
| Participant deferral / active EE | $3,121 | $6,111-48.9% | $7,448-58.1% | $4,028-22.5% |
| Admin fee / account holder | $6,080 | $6,277-3.1% | $10,007-39.2% | $5,404+12.5% |