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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 | $26,691 | $127,386-79.0% | $115,037-76.8% | $125,393-78.7% |
| Participation rate | 25.0% | 84.2%-59.2pp | 81.4%-56.4pp | 83.2%-58.2pp |
| Annual return | -3.47% | 31.28%-34.8pp | 26.14%-29.6pp | 282.23%-285.7pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,030 | $6,423-37.3% | $6,026-33.1% | $5,351-24.7% |
| Admin fee / account holder | $1,580 | $9,516-83.4% | $8,175-80.7% | $9,541-83.4% |