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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 | $54,969 | $211,224-74.0% | $178,505-69.2% | $145,897-62.3% |
| Participation rate | 21.4% | 80.8%-59.4pp | 77.1%-55.7pp | 80.3%-58.9pp |
| Annual return | -8.60% | 30.28%-38.9pp | 27.16%-35.8pp | 552.29%-560.9pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,407 | $6,966-65.5% | $6,280-61.7% | $6,689-64.0% |
| Admin fee / account holder | $11,813 | $12,109-2.4% | $10,428+13.3% | $13,390-11.8% |