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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 | $24,725 | $82,674-70.1% | $125,381-80.3% | $68,486-63.9% |
| Participation rate | 69.4% | 75.1%-5.6pp | 82.4%-12.9pp | 67.9%+1.6pp |
| Annual return | -24.21% | -5.97%-18.2pp | 572.31%-596.5pp | -7.85%-16.4pp |
| Employer contribution / active EE | $2,005 | $3,382-40.7% | $4,815-58.4% | $2,597-22.8% |
| Participant deferral / active EE | $3,446 | $6,111-43.6% | $7,448-53.7% | $4,028-14.4% |
| Admin fee / account holder | $1,140 | $6,277-81.8% | $10,007-88.6% | $5,404-78.9% |