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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 | $40,447 | $54,357-25.6% | $82,706-51.1% | $68,495-40.9% |
| Participation rate | 36.6% | 63.9%-27.3pp | 72.6%-36.0pp | 67.9%-31.3pp |
| Annual return | -20.44% | -13.67%-6.8pp | 701.76%-722.2pp | -7.84%-12.6pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,734 | $3,246-46.6% | $4,394-60.5% | $4,028-56.9% |
| Admin fee / account holder | $5,140 | $4,396+16.9% | $5,329-3.5% | $5,403-4.9% |