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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 | $65,104 | $82,678-21.3% | $125,391-48.1% | $68,490-4.9% |
| Participation rate | 49.3% | 75.1%-25.8pp | 82.4%-33.1pp | 67.9%-18.6pp |
| Annual return | -24.79% | -5.97%-18.8pp | 572.41%-597.2pp | -7.85%-16.9pp |
| Employer contribution / active EE | $1,025 | $3,382-69.7% | $4,816-78.7% | $2,597-60.5% |
| Participant deferral / active EE | $3,572 | $6,111-41.5% | $7,448-52.0% | $4,028-11.3% |
| Admin fee / account holder | $3,145 | $6,277-49.9% | $10,009-68.6% | $5,403-41.8% |