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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 | $54,782 | $82,674-33.7% | $125,358-56.3% | $68,498-20.0% |
| Participation rate | 61.1% | 75.0%-13.9pp | 82.4%-21.3pp | 67.9%-6.8pp |
| Annual return | -19.45% | -5.97%-13.5pp | 572.03%-591.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $2,061 | $3,381-39.0% | $4,814-57.2% | $2,596-20.6% |
| Participant deferral / active EE | $5,635 | $6,111-7.8% | $7,447-24.3% | $4,027+39.9% |
| Admin fee / account holder | $2,060 | $6,276-67.2% | $10,007-79.4% | $5,403-61.9% |