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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 | $43,692 | $167,522-73.9% | $151,639-71.2% | $134,532-67.5% |
| Participation rate | 62.5% | 88.4%-25.9pp | 87.5%-25.0pp | 81.2%-18.7pp |
| Annual return | -26.70% | 7.81%-34.5pp | 3.34%-30.0pp | 418.27%-445.0pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,449 | $8,986+5.2% | $8,363+13.0% | $6,401+47.6% |
| Admin fee / account holder | $1,125 | $13,780-91.8% | $11,613-90.3% | $11,429-90.2% |