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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 | $53,693 | $167,362-67.9% | $143,799-62.7% | $134,532-60.1% |
| Participation rate | 28.6% | 84.8%-56.2pp | 80.3%-51.7pp | 81.2%-52.7pp |
| Annual return | -23.67% | 0.47%-24.1pp | -0.04%-23.6pp | 418.27%-441.9pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,719 | $6,447-42.3% | $5,638-34.0% | $6,401-41.9% |
| Admin fee / account holder | $1,921 | $18,094-89.4% | $14,677-86.9% | $11,429-83.2% |