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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 | $36,240 | $142,361-74.5% | $119,608-69.7% | $134,509-73.1% |
| Participation rate | 44.4% | 82.8%-38.4pp | 79.3%-34.8pp | 81.2%-36.8pp |
| Annual return | -20.39% | -12.46%-7.9pp | -14.98%-5.4pp | 418.13%-438.5pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,556 | $6,468-45.0% | $5,601-36.5% | $6,400-44.4% |
| Admin fee / account holder | $14,216 | $13,588+4.6% | $10,326+37.7% | $11,427+24.4% |