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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 | $65,833 | $82,674-20.4% | $125,381-47.5% | $68,486-3.9% |
| Participation rate | 66.2% | 75.1%-8.8pp | 82.4%-16.1pp | 67.9%-1.7pp |
| Annual return | -33.91% | -5.97%-27.9pp | 572.31%-606.2pp | -7.85%-26.1pp |
| Employer contribution / active EE | $2,293 | $3,382-32.2% | $4,815-52.4% | $2,597-11.7% |
| Participant deferral / active EE | $5,080 | $6,111-16.9% | $7,448-31.8% | $4,028+26.1% |
| Admin fee / account holder | $9,453 | $6,277+50.6% | $10,007-5.5% | $5,404+74.9% |