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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 | $37,650 | $82,674-54.5% | $125,358-70.0% | $68,498-45.0% |
| Participation rate | 64.4% | 75.0%-10.6pp | 82.4%-18.0pp | 67.9%-3.5pp |
| Annual return | -24.09% | -5.97%-18.1pp | 572.03%-596.1pp | -7.84%-16.2pp |
| Employer contribution / active EE | $2,173 | $3,381-35.7% | $4,814-54.9% | $2,596-16.3% |
| Participant deferral / active EE | $4,489 | $6,111-26.5% | $7,447-39.7% | $4,027+11.5% |
| Admin fee / account holder | $7,824 | $6,276+24.7% | $10,007-21.8% | $5,403+44.8% |