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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 | $59,659 | $131,835-54.7% | $108,582-45.1% | $273,972-78.2% |
| Participation rate | 18.8% | 83.5%-64.7pp | 79.6%-60.8pp | 83.0%-64.3pp |
| Annual return | -0.10% | -91.57%+91.5pp | -51.70%+51.6pp | 41.46%-41.6pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,299 | $5,127-55.2% | $4,311-46.7% | $5,287-56.5% |
| Admin fee / account holder | $1,817 | $10,253-82.3% | $7,645-76.2% | $10,133-82.1% |