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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 | $85,193 | $133,981-36.4% | $112,249-24.1% | $134,532-36.7% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -20.59% | 47.16%-67.8pp | 27.48%-48.1pp | 418.27%-438.9pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,890 | $5,292-26.5% | $4,729-17.7% | $6,401-39.2% |
| Admin fee / account holder | $2,409 | $7,492-67.8% | $6,412-62.4% | $11,429-78.9% |