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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 | $37,192 | $82,674-55.0% | $125,381-70.3% | $68,486-45.7% |
| Participation rate | 67.7% | 75.1%-7.3pp | 82.4%-14.6pp | 67.9%-0.2pp |
| Annual return | -21.46% | -5.97%-15.5pp | 572.31%-593.8pp | -7.85%-13.6pp |
| Employer contribution / active EE | $3,770 | $3,382+11.5% | $4,815-21.7% | $2,597+45.2% |
| Participant deferral / active EE | $7,241 | $6,111+18.5% | $7,448-2.8% | $4,028+79.8% |
| Admin fee / account holder | $2,479 | $6,277-60.5% | $10,007-75.2% | $5,404-54.1% |