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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 | $32,313 | $153,311-78.9% | $109,313-70.4% | $273,972-88.2% |
| Participation rate | 52.9% | 80.1%-27.1pp | 71.3%-18.3pp | 83.0%-30.1pp |
| Annual return | -8.48% | 29.86%-38.3pp | 22.07%-30.6pp | 41.46%-49.9pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,532 | $3,932+40.7% | $3,166+74.7% | $5,287+4.6% |
| Admin fee / account holder | $13,504 | $8,076+67.2% | $5,666+138.3% | $10,133+33.3% |