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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 | $24,851 | $82,674-69.9% | $125,363-80.2% | $68,495-63.7% |
| Participation rate | 58.5% | 75.0%-16.5pp | 82.4%-23.8pp | 67.9%-9.4pp |
| Annual return | -22.39% | -5.97%-16.4pp | 572.15%-594.5pp | -7.84%-14.5pp |
| Employer contribution / active EE | $1,707 | $3,382-49.5% | $4,815-64.5% | $2,596-34.3% |
| Participant deferral / active EE | $4,235 | $6,111-30.7% | $7,447-43.1% | $4,028+5.1% |
| Admin fee / account holder | $512 | $6,276-91.8% | $10,005-94.9% | $5,403-90.5% |