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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 | $39,111 | $82,674-52.7% | $125,381-68.8% | $68,486-42.9% |
| Participation rate | 58.1% | 75.1%-17.0pp | 82.4%-24.3pp | 67.9%-9.8pp |
| Annual return | -45.60% | -5.97%-39.6pp | 572.31%-617.9pp | -7.85%-37.7pp |
| Employer contribution / active EE | $2,208 | $3,382-34.7% | $4,815-54.1% | $2,597-15.0% |
| Participant deferral / active EE | $4,146 | $6,111-32.2% | $7,448-44.3% | $4,028+2.9% |
| Admin fee / account holder | $3,509 | $6,277-44.1% | $10,007-64.9% | $5,404-35.1% |