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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 | $58,169 | $69,012-15.7% | $160,037-63.7% | $68,490-15.1% |
| Participation rate | 24.4% | 65.4%-41.1pp | 78.0%-53.6pp | 67.9%-43.5pp |
| Annual return | -20.90% | -9.65%-11.3pp | 408.95%-429.9pp | -7.85%-13.0pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,226-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,403 | $4,212-66.7% | $6,184-77.3% | $4,028-65.2% |
| Admin fee / account holder | $4,744 | $4,798-1.1% | $8,716-45.6% | $5,403-12.2% |