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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 | $100,962 | $103,387-2.3% | $87,102+15.9% | $152,885-34.0% |
| Participation rate | 35.0% | 79.4%-44.4pp | 76.9%-41.9pp | 82.5%-47.5pp |
| Annual return | -1.60% | 28.10%-29.7pp | 28.19%-29.8pp | 345.39%-347.0pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,552 | $4,778-46.6% | $4,048-37.0% | $5,851-56.4% |
| Admin fee / account holder | $1,703 | $12,193-86.0% | $7,491-77.3% | $11,598-85.3% |