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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 | $65,464 | $167,353-60.9% | $143,797-54.5% | $134,545-51.3% |
| Participation rate | 20.0% | 84.8%-64.8pp | 80.3%-60.3pp | 81.2%-61.2pp |
| Annual return | -27.45% | 0.48%-27.9pp | -0.04%-27.4pp | 418.37%-445.8pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,579 | $6,447+17.5% | $5,638+34.4% | $6,401+18.4% |
| Admin fee / account holder | $2,289 | $18,096-87.4% | $14,679-84.4% | $11,431-80.0% |