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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 | $31,549 | $228,352-86.2% | $185,827-83.0% | $158,950-80.2% |
| Participation rate | 53.8% | 82.3%-28.5pp | 78.0%-24.2pp | 82.0%-28.1pp |
| Annual return | -5.89% | 40.81%-46.7pp | 35.96%-41.8pp | 302.91%-308.8pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,939 | $6,416-54.2% | $5,633-47.8% | $5,983-50.9% |
| Admin fee / account holder | $10,303 | $11,867-13.2% | $9,502+8.4% | $11,248-8.4% |