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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 | $23,460 | $127,387-81.6% | $115,038-79.6% | $125,389-81.3% |
| Participation rate | 65.2% | 84.2%-18.9pp | 81.4%-16.1pp | 83.2%-18.0pp |
| Annual return | -3.54% | 31.28%-34.8pp | 26.14%-29.7pp | 282.24%-285.8pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,830 | $6,423-24.8% | $6,026-19.8% | $5,352-9.7% |
| Admin fee / account holder | $2,036 | $9,516-78.6% | $8,175-75.1% | $9,541-78.7% |