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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 | $20,250 | $82,678-75.5% | $125,391-83.9% | $68,490-70.4% |
| Participation rate | 61.7% | 75.1%-13.4pp | 82.4%-20.7pp | 67.9%-6.2pp |
| Annual return | -20.91% | -5.97%-14.9pp | 572.41%-593.3pp | -7.85%-13.1pp |
| Employer contribution / active EE | $2,866 | $3,382-15.3% | $4,816-40.5% | $2,597+10.4% |
| Participant deferral / active EE | $5,449 | $6,111-10.8% | $7,448-26.8% | $4,028+35.3% |
| Admin fee / account holder | $1,365 | $6,277-78.3% | $10,009-86.4% | $5,403-74.7% |