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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 | $61,927 | $82,314-24.8% | $68,808-10.0% | $134,532-54.0% |
| Participation rate | 55.6% | 75.1%-19.5pp | 69.0%-13.5pp | 81.2%-25.7pp |
| Annual return | -21.18% | -2.18%-19.0pp | -6.37%-14.8pp | 418.27%-439.4pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,525 | $4,740-46.7% | $3,942-35.9% | $6,401-60.6% |
| Admin fee / account holder | $435 | $6,484-93.3% | $4,936-91.2% | $11,429-96.2% |