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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 | $28,475 | $154,159-81.5% | $130,026-78.1% | $139,456-79.6% |
| Participation rate | 52.4% | 82.0%-29.6pp | 78.5%-26.1pp | 80.3%-27.9pp |
| Annual return | 5.98% | 32.50%-26.5pp | -137.26%+143.2pp | 373.45%-367.5pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,151 | $6,710-67.9% | $5,821-63.0% | $6,711-67.9% |
| Admin fee / account holder | $5,459 | $14,001-61.0% | $10,608-48.5% | $11,407-52.1% |