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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 | $35,419 | $82,678-57.2% | $125,391-71.8% | $68,490-48.3% |
| Participation rate | 69.0% | 75.1%-6.1pp | 82.4%-13.4pp | 67.9%+1.1pp |
| Annual return | -21.33% | -5.97%-15.4pp | 572.41%-593.7pp | -7.85%-13.5pp |
| Employer contribution / active EE | $3,027 | $3,382-10.5% | $4,816-37.1% | $2,597+16.6% |
| Participant deferral / active EE | $6,324 | $6,111+3.5% | $7,448-15.1% | $4,028+57.0% |
| Admin fee / account holder | $3,395 | $6,277-45.9% | $10,009-66.1% | $5,403-37.2% |