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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 | $22,134 | $97,020-77.2% | $83,327-73.4% | $135,380-83.7% |
| Participation rate | 42.1% | 80.4%-38.3pp | 77.8%-35.7pp | 82.6%-40.5pp |
| Annual return | -34.12% | 12.31%-46.4pp | 10.64%-44.8pp | 519.81%-553.9pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,443 | $5,964-8.7% | $5,565-2.2% | $5,609-3.0% |
| Admin fee / account holder | $4,752 | $8,426-43.6% | $7,540-37.0% | $10,828-56.1% |