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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 | $37,567 | $82,678-54.6% | $125,391-70.0% | $68,490-45.2% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | -34.13% | -5.97%-28.2pp | 572.41%-606.5pp | -7.85%-26.3pp |
| Employer contribution / active EE | $3,327 | $3,382-1.6% | $4,816-30.9% | $2,597+28.1% |
| Participant deferral / active EE | $5,032 | $6,111-17.7% | $7,448-32.4% | $4,028+24.9% |
| Admin fee / account holder | $7,563 | $6,277+20.5% | $10,009-24.4% | $5,403+40.0% |