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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 | $32,908 | $82,678-60.2% | $125,391-73.8% | $68,490-52.0% |
| Participation rate | 60.8% | 75.1%-14.3pp | 82.4%-21.6pp | 67.9%-7.1pp |
| Annual return | -19.42% | -5.97%-13.4pp | 572.41%-591.8pp | -7.85%-11.6pp |
| Employer contribution / active EE | $2,396 | $3,382-29.2% | $4,816-50.2% | $2,597-7.7% |
| Participant deferral / active EE | $5,088 | $6,111-16.7% | $7,448-31.7% | $4,028+26.3% |
| Admin fee / account holder | $349 | $6,277-94.4% | $10,009-96.5% | $5,403-93.5% |