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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 | $27,352 | $82,674-66.9% | $125,363-78.2% | $68,495-60.1% |
| Participation rate | 55.6% | 75.0%-19.5pp | 82.4%-26.8pp | 67.9%-12.3pp |
| Annual return | -32.01% | -5.97%-26.0pp | 572.15%-604.2pp | -7.84%-24.2pp |
| Employer contribution / active EE | $1,780 | $3,382-47.4% | $4,815-63.0% | $2,596-31.4% |
| Participant deferral / active EE | $3,519 | $6,111-42.4% | $7,447-52.7% | $4,028-12.6% |
| Admin fee / account holder | $5,377 | $6,276-14.3% | $10,005-46.3% | $5,403-0.5% |