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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 | $55,854 | $93,124-40.0% | $77,100-27.6% | $134,545-58.5% |
| Participation rate | 61.9% | 74.5%-12.6pp | 67.9%-6.0pp | 81.2%-19.3pp |
| Annual return | -40.21% | 62.68%-102.9pp | 42.35%-82.6pp | 418.37%-458.6pp |
| Employer contribution / active EE | $2,592 | $3,421-24.2% | $2,815-7.9% | $4,742-45.3% |
| Participant deferral / active EE | $5,050 | $5,242-3.7% | $4,430+14.0% | $6,401-21.1% |
| Admin fee / account holder | $1,053 | $6,970-84.9% | $5,443-80.7% | $11,431-90.8% |