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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 | $26,900 | $82,674-67.5% | $125,381-78.5% | $68,486-60.7% |
| Participation rate | 53.4% | 75.1%-21.6pp | 82.4%-28.9pp | 67.9%-14.4pp |
| Annual return | -20.49% | -5.97%-14.5pp | 572.31%-592.8pp | -7.85%-12.6pp |
| Employer contribution / active EE | $2,378 | $3,382-29.7% | $4,815-50.6% | $2,597-8.4% |
| Participant deferral / active EE | $6,427 | $6,111+5.2% | $7,448-13.7% | $4,028+59.6% |
| Admin fee / account holder | $2,004 | $6,277-68.1% | $10,007-80.0% | $5,404-62.9% |