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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 | $79,506 | $113,941-30.2% | $94,229-15.6% | $125,389-36.6% |
| Participation rate | 50.0% | 82.9%-32.9pp | 78.8%-28.8pp | 83.2%-33.2pp |
| Annual return | -25.60% | 5.29%-30.9pp | 10.68%-36.3pp | 282.24%-307.8pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,140 | $5,179-20.1% | $4,320-4.2% | $5,352-22.6% |
| Admin fee / account holder | $25,006 | $8,392+198.0% | $6,269+298.9% | $9,541+162.1% |