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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 | $28,985 | $82,674-64.9% | $125,381-76.9% | $68,486-57.7% |
| Participation rate | 67.5% | 75.1%-7.6pp | 82.4%-14.9pp | 67.9%-0.4pp |
| Annual return | -21.36% | -5.97%-15.4pp | 572.31%-593.7pp | -7.85%-13.5pp |
| Employer contribution / active EE | $1,843 | $3,382-45.5% | $4,815-61.7% | $2,597-29.0% |
| Participant deferral / active EE | $4,254 | $6,111-30.4% | $7,448-42.9% | $4,028+5.6% |
| Admin fee / account holder | $1,062 | $6,277-83.1% | $10,007-89.4% | $5,404-80.4% |