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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 | $59,299 | $72,404-18.1% | $110,243-46.2% | $64,173-7.6% |
| Participation rate | 63.6% | 73.3%-9.7pp | 79.8%-16.2pp | 69.6%-5.9pp |
| Annual return | -34.87% | -6.29%-28.6pp | 314.76%-349.6pp | 7.63%-42.5pp |
| Employer contribution / active EE | $541 | $2,282-76.3% | $3,827-85.9% | $2,381-77.3% |
| Participant deferral / active EE | $4,323 | $3,469+24.6% | $4,672-7.5% | $3,470+24.6% |
| Admin fee / account holder | $3,494 | $5,664-38.3% | $8,548-59.1% | $4,887-28.5% |