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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 | $39,680 | $82,674-52.0% | $125,381-68.4% | $68,486-42.1% |
| Participation rate | 47.6% | 75.1%-27.4pp | 82.4%-34.8pp | 67.9%-20.3pp |
| Annual return | -21.03% | -5.97%-15.1pp | 572.31%-593.3pp | -7.85%-13.2pp |
| Employer contribution / active EE | $2,212 | $3,382-34.6% | $4,815-54.1% | $2,597-14.8% |
| Participant deferral / active EE | $6,064 | $6,111-0.8% | $7,448-18.6% | $4,028+50.6% |
| Admin fee / account holder | $682 | $6,277-89.1% | $10,007-93.2% | $5,404-87.4% |