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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 | $68,568 | $82,674-17.1% | $125,381-45.3% | $68,486+0.1% |
| Participation rate | 40.0% | 75.1%-35.1pp | 82.4%-42.4pp | 67.9%-27.9pp |
| Annual return | -20.48% | -5.97%-14.5pp | 572.31%-592.8pp | -7.85%-12.6pp |
| Employer contribution / active EE | $1,326 | $3,382-60.8% | $4,815-72.5% | $2,597-48.9% |
| Participant deferral / active EE | $2,981 | $6,111-51.2% | $7,448-60.0% | $4,028-26.0% |
| Admin fee / account holder | $489 | $6,277-92.2% | $10,007-95.1% | $5,404-90.9% |