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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 | $57,742 | $69,012-16.3% | $160,037-63.9% | $68,490-15.7% |
| Participation rate | 64.1% | 65.4%-1.4pp | 78.0%-13.9pp | 67.9%-3.8pp |
| Annual return | -21.36% | -9.65%-11.7pp | 408.95%-430.3pp | -7.85%-13.5pp |
| Employer contribution / active EE | $1,041 | $2,212-53.0% | $4,226-75.4% | $2,597-59.9% |
| Participant deferral / active EE | $4,724 | $4,212+12.2% | $6,184-23.6% | $4,028+17.3% |
| Admin fee / account holder | $2,372 | $4,798-50.6% | $8,716-72.8% | $5,403-56.1% |