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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 | $56,354 | $82,674-31.8% | $125,381-55.1% | $68,486-17.7% |
| Participation rate | 69.0% | 75.1%-6.1pp | 82.4%-13.4pp | 67.9%+1.1pp |
| Annual return | -19.89% | -5.97%-13.9pp | 572.31%-592.2pp | -7.85%-12.0pp |
| Employer contribution / active EE | $1,449 | $3,382-57.2% | $4,815-69.9% | $2,597-44.2% |
| Participant deferral / active EE | $3,165 | $6,111-48.2% | $7,448-57.5% | $4,028-21.4% |
| Admin fee / account holder | $403 | $6,277-93.6% | $10,007-96.0% | $5,404-92.5% |