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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 | $32,182 | $82,678-61.1% | $125,391-74.3% | $68,490-53.0% |
| Participation rate | 61.7% | 75.1%-13.4pp | 82.4%-20.7pp | 67.9%-6.2pp |
| Annual return | -20.19% | -5.97%-14.2pp | 572.41%-592.6pp | -7.85%-12.3pp |
| Employer contribution / active EE | $3,778 | $3,382+11.7% | $4,816-21.6% | $2,597+45.5% |
| Participant deferral / active EE | $7,615 | $6,111+24.6% | $7,448+2.2% | $4,028+89.1% |
| Admin fee / account holder | $1,146 | $6,277-81.7% | $10,009-88.5% | $5,403-78.8% |