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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 | $43,403 | $82,674-47.5% | $125,381-65.4% | $68,486-36.6% |
| Participation rate | 57.6% | 75.1%-17.5pp | 82.4%-24.8pp | 67.9%-10.3pp |
| Annual return | -20.32% | -5.97%-14.3pp | 572.31%-592.6pp | -7.85%-12.5pp |
| Employer contribution / active EE | $2,729 | $3,382-19.3% | $4,815-43.3% | $2,597+5.1% |
| Participant deferral / active EE | $5,582 | $6,111-8.7% | $7,448-25.1% | $4,028+38.6% |
| Admin fee / account holder | $4,697 | $6,277-25.2% | $10,007-53.1% | $5,404-13.1% |