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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 | $75,590 | $82,674-8.6% | $125,381-39.7% | $68,486+10.4% |
| Participation rate | 58.0% | 75.1%-17.1pp | 82.4%-24.4pp | 67.9%-9.9pp |
| Annual return | -20.07% | -5.97%-14.1pp | 572.31%-592.4pp | -7.85%-12.2pp |
| Employer contribution / active EE | $2,112 | $3,382-37.6% | $4,815-56.1% | $2,597-18.7% |
| Participant deferral / active EE | $2,815 | $6,111-53.9% | $7,448-62.2% | $4,028-30.1% |
| Admin fee / account holder | $690 | $6,277-89.0% | $10,007-93.1% | $5,404-87.2% |