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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 | $60,262 | $82,678-27.1% | $125,391-51.9% | $68,490-12.0% |
| Participation rate | 57.1% | 75.1%-17.9pp | 82.4%-25.2pp | 67.9%-10.8pp |
| Annual return | -21.93% | -5.97%-16.0pp | 572.41%-594.3pp | -7.85%-14.1pp |
| Employer contribution / active EE | $3,195 | $3,382-5.5% | $4,816-33.7% | $2,597+23.0% |
| Participant deferral / active EE | $3,224 | $6,111-47.2% | $7,448-56.7% | $4,028-20.0% |
| Admin fee / account holder | $5,556 | $6,277-11.5% | $10,009-44.5% | $5,403+2.8% |