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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 | $44,192 | $82,678-46.5% | $125,391-64.8% | $68,490-35.5% |
| Participation rate | 60.4% | 75.1%-14.6pp | 82.4%-22.0pp | 67.9%-7.5pp |
| Annual return | -19.93% | -5.97%-14.0pp | 572.41%-592.3pp | -7.85%-12.1pp |
| Employer contribution / active EE | $1,587 | $3,382-53.1% | $4,816-67.1% | $2,597-38.9% |
| Participant deferral / active EE | $4,505 | $6,111-26.3% | $7,448-39.5% | $4,028+11.8% |
| Admin fee / account holder | $5,627 | $6,277-10.4% | $10,009-43.8% | $5,403+4.1% |