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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 | $25,720 | $142,409-81.9% | $119,634-78.5% | $134,545-80.9% |
| Participation rate | 46.7% | 82.8%-36.2pp | 79.3%-32.6pp | 81.2%-34.6pp |
| Annual return | -20.18% | -12.46%-7.7pp | -14.98%-5.2pp | 418.37%-438.6pp |
| Employer contribution / active EE | $2,616 | $5,224-49.9% | $4,232-38.2% | $4,742-44.8% |
| Participant deferral / active EE | $6,357 | $6,468-1.7% | $5,601+13.5% | $6,401-0.7% |
| Admin fee / account holder | $4,075 | $13,594-70.0% | $10,329-60.5% | $11,431-64.3% |