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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 | $18,324 | $211,224-91.3% | $178,505-89.7% | $145,897-87.4% |
| Participation rate | 42.9% | 80.8%-38.0pp | 77.1%-34.3pp | 80.3%-37.4pp |
| Annual return | -0.89% | 30.28%-31.2pp | 27.16%-28.0pp | 552.29%-553.2pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,667 | $6,966-76.1% | $6,280-73.5% | $6,689-75.1% |
| Admin fee / account holder | $5,253 | $12,109-56.6% | $10,428-49.6% | $13,390-60.8% |