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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 | $68,404 | $82,674-17.3% | $125,381-45.4% | $68,486-0.1% |
| Participation rate | 61.3% | 75.1%-13.8pp | 82.4%-21.1pp | 67.9%-6.6pp |
| Annual return | -21.78% | -5.97%-15.8pp | 572.31%-594.1pp | -7.85%-13.9pp |
| Employer contribution / active EE | $4,208 | $3,382+24.4% | $4,815-12.6% | $2,597+62.0% |
| Participant deferral / active EE | $11,121 | $6,111+82.0% | $7,448+49.3% | $4,028+176.1% |
| Admin fee / account holder | $13,670 | $6,277+117.8% | $10,007+36.6% | $5,404+153.0% |