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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 | $40,594 | $99,053-59.0% | $88,179-54.0% | $138,895-70.8% |
| Participation rate | 45.5% | 74.2%-28.8pp | 69.1%-23.7pp | 79.9%-34.5pp |
| Annual return | -7.20% | 78.17%-85.4pp | 64.97%-72.2pp | 145.39%-152.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,814 | $5,225+49.5% | $4,614+69.4% | $6,396+22.2% |
| Admin fee / account holder | $6,176 | $8,748-29.4% | $7,673-19.5% | $12,562-50.8% |