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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 | $61,614 | $110,083-44.0% | $151,639-59.4% | $68,486-10.0% |
| Participation rate | 65.9% | 84.0%-18.1pp | 87.5%-21.6pp | 67.9%-2.0pp |
| Annual return | -19.76% | -10.12%-9.6pp | 3.34%-23.1pp | -7.85%-11.9pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $10,257 | $6,526+57.2% | $8,363+22.6% | $4,028+154.7% |
| Admin fee / account holder | $4,589 | $7,718-40.5% | $11,613-60.5% | $5,404-15.1% |