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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 | $67,489 | $82,674-18.4% | $125,381-46.2% | $68,486-1.5% |
| Participation rate | 55.7% | 75.1%-19.3pp | 82.4%-26.7pp | 67.9%-12.2pp |
| Annual return | -22.68% | -5.97%-16.7pp | 572.31%-595.0pp | -7.85%-14.8pp |
| Employer contribution / active EE | $1,787 | $3,382-47.2% | $4,815-62.9% | $2,597-31.2% |
| Participant deferral / active EE | $3,261 | $6,111-46.6% | $7,448-56.2% | $4,028-19.0% |
| Admin fee / account holder | $14,094 | $6,277+124.5% | $10,007+40.8% | $5,404+160.8% |