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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 | $49,310 | $127,387-61.3% | $115,038-57.1% | $125,389-60.7% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -6.12% | 31.28%-37.4pp | 26.14%-32.3pp | 282.24%-288.4pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,327 | $6,423-32.6% | $6,026-28.2% | $5,352-19.1% |
| Admin fee / account holder | $2,337 | $9,516-75.4% | $8,175-71.4% | $9,541-75.5% |