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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 | $62,711 | $82,678-24.2% | $125,391-50.0% | $68,490-8.4% |
| Participation rate | 64.4% | 75.1%-10.6pp | 82.4%-17.9pp | 67.9%-3.5pp |
| Annual return | -20.53% | -5.97%-14.6pp | 572.41%-592.9pp | -7.85%-12.7pp |
| Employer contribution / active EE | $727 | $3,382-78.5% | $4,816-84.9% | $2,597-72.0% |
| Participant deferral / active EE | $5,099 | $6,111-16.6% | $7,448-31.5% | $4,028+26.6% |
| Admin fee / account holder | $2,570 | $6,277-59.1% | $10,009-74.3% | $5,403-52.4% |