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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 | $25,739 | $82,324-68.7% | $68,803-62.6% | $134,545-80.9% |
| Participation rate | 54.5% | 75.1%-20.5pp | 69.0%-14.5pp | 81.2%-26.7pp |
| Annual return | -21.32% | -2.17%-19.1pp | -6.37%-15.0pp | 418.37%-439.7pp |
| Employer contribution / active EE | $2,580 | $3,302-21.9% | $2,656-2.9% | $4,742-45.6% |
| Participant deferral / active EE | $5,852 | $4,740+23.5% | $3,942+48.5% | $6,401-8.6% |
| Admin fee / account holder | $845 | $6,485-87.0% | $4,936-82.9% | $11,431-92.6% |