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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 | $46,347 | $82,674-43.9% | $125,381-63.0% | $68,486-32.3% |
| Participation rate | 68.5% | 75.1%-6.5pp | 82.4%-13.9pp | 67.9%+0.6pp |
| Annual return | -20.63% | -5.97%-14.7pp | 572.31%-592.9pp | -7.85%-12.8pp |
| Employer contribution / active EE | $753 | $3,382-77.7% | $4,815-84.4% | $2,597-71.0% |
| Participant deferral / active EE | $5,904 | $6,111-3.4% | $7,448-20.7% | $4,028+46.6% |
| Admin fee / account holder | $2,373 | $6,277-62.2% | $10,007-76.3% | $5,404-56.1% |