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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 | $76,903 | $100,805-23.7% | $86,698-11.3% | $134,532-42.8% |
| Participation rate | 61.1% | 79.0%-17.8pp | 76.6%-15.5pp | 81.2%-20.1pp |
| Annual return | -21.66% | 29.09%-50.7pp | 35.95%-57.6pp | 418.27%-439.9pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,573 | $5,339-51.8% | $4,656-44.7% | $6,401-59.8% |
| Admin fee / account holder | $894 | $10,925-91.8% | $7,493-88.1% | $11,429-92.2% |