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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 | $102,518 | $142,392-28.0% | $119,622-14.3% | $134,532-23.8% |
| Participation rate | 62.5% | 82.8%-20.3pp | 79.3%-16.8pp | 81.2%-18.7pp |
| Annual return | -20.56% | -12.46%-8.1pp | -14.98%-5.6pp | 418.27%-438.8pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,904 | $6,467-39.6% | $5,601-30.3% | $6,401-39.0% |
| Admin fee / account holder | $668 | $13,593-95.1% | $10,328-93.5% | $11,429-94.2% |