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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 | $37,393 | $82,674-54.8% | $125,381-70.2% | $68,486-45.4% |
| Participation rate | 53.7% | 75.1%-21.4pp | 82.4%-28.7pp | 67.9%-14.2pp |
| Annual return | -19.97% | -5.97%-14.0pp | 572.31%-592.3pp | -7.85%-12.1pp |
| Employer contribution / active EE | $2,185 | $3,382-35.4% | $4,815-54.6% | $2,597-15.9% |
| Participant deferral / active EE | $6,572 | $6,111+7.5% | $7,448-11.8% | $4,028+63.2% |
| Admin fee / account holder | $3,004 | $6,277-52.1% | $10,007-70.0% | $5,404-44.4% |