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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 | $39,989 | $92,219-56.6% | $76,766-47.9% | $135,382-70.5% |
| Participation rate | 53.3% | 79.8%-26.4pp | 77.0%-23.6pp | 82.6%-29.3pp |
| Annual return | -11.70% | 5.46%-17.2pp | 2.43%-14.1pp | 519.77%-531.5pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,369 | $4,508-25.3% | $3,851-12.5% | $5,609-39.9% |
| Admin fee / account holder | $3,478 | $10,749-67.6% | $6,675-47.9% | $10,829-67.9% |