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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 | $71,034 | $82,674-14.1% | $125,381-43.3% | $68,486+3.7% |
| Participation rate | 45.1% | 75.1%-30.0pp | 82.4%-37.3pp | 67.9%-22.8pp |
| Annual return | -21.69% | -5.97%-15.7pp | 572.31%-594.0pp | -7.85%-13.8pp |
| Employer contribution / active EE | $3,019 | $3,382-10.7% | $4,815-37.3% | $2,597+16.3% |
| Participant deferral / active EE | $3,348 | $6,111-45.2% | $7,448-55.0% | $4,028-16.9% |
| Admin fee / account holder | $21,986 | $6,277+250.3% | $10,007+119.7% | $5,404+306.9% |