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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 | $37,105 | $82,678-55.1% | $125,391-70.4% | $68,490-45.8% |
| Participation rate | 53.7% | 75.1%-21.4pp | 82.4%-28.7pp | 67.9%-14.2pp |
| Annual return | -20.21% | -5.97%-14.2pp | 572.41%-592.6pp | -7.85%-12.4pp |
| Employer contribution / active EE | $2,097 | $3,382-38.0% | $4,816-56.5% | $2,597-19.3% |
| Participant deferral / active EE | $4,096 | $6,111-33.0% | $7,448-45.0% | $4,028+1.7% |
| Admin fee / account holder | $1,683 | $6,277-73.2% | $10,009-83.2% | $5,403-68.8% |