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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 | $65,105 | $82,674-21.3% | $125,363-48.1% | $68,495-4.9% |
| Participation rate | 53.1% | 75.0%-21.9pp | 82.4%-29.3pp | 67.9%-14.8pp |
| Annual return | -22.88% | -5.97%-16.9pp | 572.15%-595.0pp | -7.84%-15.0pp |
| Employer contribution / active EE | $1,672 | $3,382-50.5% | $4,815-65.3% | $2,596-35.6% |
| Participant deferral / active EE | $4,240 | $6,111-30.6% | $7,447-43.1% | $4,028+5.3% |
| Admin fee / account holder | $4,941 | $6,276-21.3% | $10,005-50.6% | $5,403-8.5% |