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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 | $211,239-74.0% | $178,528-69.2% | $145,877-62.3% |
| Participation rate | 21.4% | 80.8%-59.4pp | 77.1%-55.7pp | 80.3%-58.9pp |
| Annual return | -8.60% | 30.22%-38.8pp | 27.11%-35.7pp | 551.28%-559.9pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,407 | $6,963-65.4% | $6,278-61.7% | $6,691-64.0% |
| Admin fee / account holder | $11,813 | $12,095-2.3% | $10,419+13.4% | $13,402-11.9% |