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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 | $59,002 | $76,371-22.7% | $93,621-37.0% | $72,975-19.1% |
| Participation rate | 60.0% | 71.8%-11.8pp | 75.8%-15.8pp | 69.5%-9.5pp |
| Annual return | -58.78% | 25.82%-84.6pp | 32.76%-91.5pp | 81.01%-139.8pp |
| Employer contribution / active EE | $2,834 | $2,276+24.5% | $2,719+4.2% | $2,440+16.1% |
| Participant deferral / active EE | $6,307 | $3,538+78.2% | $4,070+55.0% | $3,608+74.8% |
| Admin fee / account holder | $2,132 | $6,839-68.8% | $7,890-73.0% | $5,124-58.4% |