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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 | $27,944 | $82,674-66.2% | $125,363-77.7% | $68,495-59.2% |
| Participation rate | 67.7% | 75.0%-7.3pp | 82.4%-14.6pp | 67.9%-0.1pp |
| Annual return | -22.33% | -5.97%-16.4pp | 572.15%-594.5pp | -7.84%-14.5pp |
| Employer contribution / active EE | $4,018 | $3,382+18.8% | $4,815-16.5% | $2,596+54.7% |
| Participant deferral / active EE | $6,732 | $6,111+10.2% | $7,447-9.6% | $4,028+67.1% |
| Admin fee / account holder | $1,123 | $6,276-82.1% | $10,005-88.8% | $5,403-79.2% |