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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 | $61,685 | $82,678-25.4% | $125,391-50.8% | $68,490-9.9% |
| Participation rate | 58.1% | 75.1%-16.9pp | 82.4%-24.2pp | 67.9%-9.8pp |
| Annual return | -28.68% | -5.97%-22.7pp | 572.41%-601.1pp | -7.85%-20.8pp |
| Employer contribution / active EE | $2,717 | $3,382-19.7% | $4,816-43.6% | $2,597+4.6% |
| Participant deferral / active EE | $6,603 | $6,111+8.0% | $7,448-11.3% | $4,028+63.9% |
| Admin fee / account holder | $6,014 | $6,277-4.2% | $10,009-39.9% | $5,403+11.3% |