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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 | $61,531 | $82,674-25.6% | $125,381-50.9% | $68,486-10.2% |
| Participation rate | 67.3% | 75.1%-7.7pp | 82.4%-15.0pp | 67.9%-0.5pp |
| Annual return | -19.53% | -5.97%-13.6pp | 572.31%-591.8pp | -7.85%-11.7pp |
| Employer contribution / active EE | $2,118 | $3,382-37.4% | $4,815-56.0% | $2,597-18.4% |
| Participant deferral / active EE | $4,919 | $6,111-19.5% | $7,448-34.0% | $4,028+22.1% |
| Admin fee / account holder | $2,422 | $6,277-61.4% | $10,007-75.8% | $5,404-55.2% |