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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 | $65,165 | $82,674-21.2% | $125,363-48.0% | $68,495-4.9% |
| Participation rate | 62.1% | 75.0%-13.0pp | 82.4%-20.3pp | 67.9%-5.8pp |
| Annual return | -19.73% | -5.97%-13.8pp | 572.15%-591.9pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,375 | $3,382-59.3% | $4,815-71.4% | $2,596-47.0% |
| Participant deferral / active EE | $3,184 | $6,111-47.9% | $7,447-57.2% | $4,028-20.9% |
| Admin fee / account holder | $2,092 | $6,276-66.7% | $10,005-79.1% | $5,403-61.3% |