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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 | $28,224 | $82,674-65.9% | $125,381-77.5% | $68,486-58.8% |
| Participation rate | 61.3% | 75.1%-13.8pp | 82.4%-21.1pp | 67.9%-6.6pp |
| Annual return | -20.18% | -5.97%-14.2pp | 572.31%-592.5pp | -7.85%-12.3pp |
| Employer contribution / active EE | $4,424 | $3,382+30.8% | $4,815-8.1% | $2,597+70.4% |
| Participant deferral / active EE | $6,008 | $6,111-1.7% | $7,448-19.3% | $4,028+49.2% |
| Admin fee / account holder | $4,431 | $6,277-29.4% | $10,007-55.7% | $5,404-18.0% |