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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 | $32,676 | $82,678-60.5% | $125,391-73.9% | $68,490-52.3% |
| Participation rate | 63.5% | 75.1%-11.5pp | 82.4%-18.8pp | 67.9%-4.4pp |
| Annual return | -19.78% | -5.97%-13.8pp | 572.41%-592.2pp | -7.85%-11.9pp |
| Employer contribution / active EE | $1,081 | $3,382-68.0% | $4,816-77.5% | $2,597-58.4% |
| Participant deferral / active EE | $4,260 | $6,111-30.3% | $7,448-42.8% | $4,028+5.8% |
| Admin fee / account holder | $1,317 | $6,277-79.0% | $10,009-86.8% | $5,403-75.6% |