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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 | $35,367 | $82,674-57.2% | $125,363-71.8% | $68,495-48.4% |
| Participation rate | 45.5% | 75.0%-29.6pp | 82.4%-36.9pp | 67.9%-22.4pp |
| Annual return | -26.15% | -5.97%-20.2pp | 572.15%-598.3pp | -7.84%-18.3pp |
| Employer contribution / active EE | $3,470 | $3,382+2.6% | $4,815-27.9% | $2,596+33.7% |
| Participant deferral / active EE | $6,404 | $6,111+4.8% | $7,447-14.0% | $4,028+59.0% |
| Admin fee / account holder | $25,301 | $6,276+303.1% | $10,005+152.9% | $5,403+368.2% |