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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 | $33,590 | $82,674-59.4% | $125,381-73.2% | $68,486-51.0% |
| Participation rate | 66.7% | 75.1%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -22.21% | -5.97%-16.2pp | 572.31%-594.5pp | -7.85%-14.4pp |
| Employer contribution / active EE | $1,237 | $3,382-63.4% | $4,815-74.3% | $2,597-52.3% |
| Participant deferral / active EE | $6,319 | $6,111+3.4% | $7,448-15.1% | $4,028+56.9% |
| Admin fee / account holder | $4,164 | $6,277-33.7% | $10,007-58.4% | $5,404-22.9% |