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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 | $33,081 | $158,852-79.2% | $121,220-72.7% | $135,380-75.6% |
| Participation rate | 38.5% | 79.3%-40.9pp | 71.8%-33.3pp | 82.6%-44.2pp |
| Annual return | -13.59% | -0.64%-13.0pp | 16.94%-30.5pp | 519.81%-533.4pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,208 | $4,006-19.9% | $3,345-4.1% | $5,609-42.8% |
| Admin fee / account holder | $866 | $6,515-86.7% | $5,021-82.8% | $10,828-92.0% |