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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 | $36,326 | $82,674-56.1% | $125,381-71.0% | $68,486-47.0% |
| Participation rate | 51.6% | 75.1%-23.4pp | 82.4%-30.8pp | 67.9%-16.3pp |
| Annual return | -19.90% | -5.97%-13.9pp | 572.31%-592.2pp | -7.85%-12.0pp |
| Employer contribution / active EE | $1,931 | $3,382-42.9% | $4,815-59.9% | $2,597-25.6% |
| Participant deferral / active EE | $4,331 | $6,111-29.1% | $7,448-41.9% | $4,028+7.5% |
| Admin fee / account holder | $3,604 | $6,277-42.6% | $10,007-64.0% | $5,404-33.3% |