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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 | $21,592 | $82,674-73.9% | $125,381-82.8% | $68,486-68.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -24.30% | -5.97%-18.3pp | 572.31%-596.6pp | -7.85%-16.4pp |
| Employer contribution / active EE | $1,403 | $3,382-58.5% | $4,815-70.9% | $2,597-46.0% |
| Participant deferral / active EE | $2,794 | $6,111-54.3% | $7,448-62.5% | $4,028-30.6% |
| Admin fee / account holder | $3,199 | $6,277-49.0% | $10,007-68.0% | $5,404-40.8% |