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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 | $121,558 | $162,785-25.3% | $133,959-9.3% | $158,950-23.5% |
| Participation rate | 62.5% | 83.2%-20.7pp | 79.8%-17.3pp | 82.0%-19.5pp |
| Annual return | -4.46% | 41.94%-46.4pp | 45.09%-49.6pp | 302.91%-307.4pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,871 | $5,910-34.5% | $5,047-23.3% | $5,983-35.3% |
| Admin fee / account holder | $2,632 | $11,738-77.6% | $8,928-70.5% | $11,248-76.6% |