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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 | $60,761 | $167,352-63.7% | $143,788-57.7% | $134,509-54.8% |
| Participation rate | 37.5% | 84.8%-47.3pp | 80.3%-42.8pp | 81.2%-43.7pp |
| Annual return | -23.61% | 0.47%-24.1pp | -0.03%-23.6pp | 418.13%-441.7pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,403 | $6,447-47.2% | $5,638-39.6% | $6,400-46.8% |
| Admin fee / account holder | $3,509 | $18,091-80.6% | $14,675-76.1% | $11,427-69.3% |