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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 | $71,319 | $82,674-13.7% | $125,363-43.1% | $68,495+4.1% |
| Participation rate | 64.0% | 75.0%-11.0pp | 82.4%-18.4pp | 67.9%-3.9pp |
| Annual return | -21.43% | -5.97%-15.5pp | 572.15%-593.6pp | -7.84%-13.6pp |
| Employer contribution / active EE | $1,756 | $3,382-48.1% | $4,815-63.5% | $2,596-32.4% |
| Participant deferral / active EE | $2,674 | $6,111-56.2% | $7,447-64.1% | $4,028-33.6% |
| Admin fee / account holder | $3,243 | $6,276-48.3% | $10,005-67.6% | $5,403-40.0% |