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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 | $167,323-60.9% | $143,770-54.5% | $134,493-51.3% |
| Participation rate | 20.0% | 84.8%-64.8pp | 80.3%-60.3pp | 81.2%-61.2pp |
| Annual return | -27.45% | 0.47%-27.9pp | -0.04%-27.4pp | 418.01%-445.5pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $4,951-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $7,579 | $6,446+17.6% | $5,638+34.4% | $6,400+18.4% |
| Admin fee / account holder | $2,289 | $18,088-87.3% | $14,673-84.4% | $11,425-80.0% |