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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 | $54,475 | $82,674-34.1% | $125,363-56.5% | $68,495-20.5% |
| Participation rate | 50.0% | 75.0%-25.0pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | -22.72% | -5.97%-16.8pp | 572.15%-594.9pp | -7.84%-14.9pp |
| Employer contribution / active EE | $1,585 | $3,382-53.1% | $4,815-67.1% | $2,596-39.0% |
| Participant deferral / active EE | $5,855 | $6,111-4.2% | $7,447-21.4% | $4,028+45.4% |
| Admin fee / account holder | $1,874 | $6,276-70.1% | $10,005-81.3% | $5,403-65.3% |