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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 | $42,817 | $82,674-48.2% | $125,381-65.9% | $68,486-37.5% |
| Participation rate | 44.2% | 75.1%-30.8pp | 82.4%-38.1pp | 67.9%-23.7pp |
| Annual return | -21.68% | -5.97%-15.7pp | 572.31%-594.0pp | -7.85%-13.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,559 | $6,111-41.8% | $7,448-52.2% | $4,028-11.6% |
| Admin fee / account holder | $346 | $6,277-94.5% | $10,007-96.5% | $5,404-93.6% |