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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 | $52,250 | $82,674-36.8% | $125,381-58.3% | $68,486-23.7% |
| Participation rate | 27.6% | 75.1%-47.4pp | 82.4%-54.7pp | 67.9%-40.3pp |
| Annual return | -22.61% | -5.97%-16.6pp | 572.31%-594.9pp | -7.85%-14.8pp |
| Employer contribution / active EE | $1,477 | $3,382-56.3% | $4,815-69.3% | $2,597-43.1% |
| Participant deferral / active EE | $3,200 | $6,111-47.6% | $7,448-57.0% | $4,028-20.5% |
| Admin fee / account holder | $1,321 | $6,277-79.0% | $10,007-86.8% | $5,404-75.6% |