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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 | $81,216 | $82,674-1.8% | $125,381-35.2% | $68,486+18.6% |
| Participation rate | 51.7% | 75.1%-23.3pp | 82.4%-30.7pp | 67.9%-16.2pp |
| Annual return | -20.67% | -5.97%-14.7pp | 572.31%-593.0pp | -7.85%-12.8pp |
| Employer contribution / active EE | $1,239 | $3,382-63.4% | $4,815-74.3% | $2,597-52.3% |
| Participant deferral / active EE | $3,823 | $6,111-37.4% | $7,448-48.7% | $4,028-5.1% |
| Admin fee / account holder | $384 | $6,277-93.9% | $10,007-96.2% | $5,404-92.9% |