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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 | $41,071 | $166,242-75.3% | $165,071-75.1% | $145,884-71.8% |
| Participation rate | 20.8% | 82.0%-61.2pp | 78.6%-57.8pp | 80.3%-59.5pp |
| Annual return | -5.70% | 100.44%-106.1pp | 70.17%-75.9pp | 551.85%-557.6pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,705 | $6,964-61.2% | $6,035-55.2% | $6,690-59.6% |
| Admin fee / account holder | $105,171 | $16,658+531.3% | $12,695+728.4% | $13,392+685.3% |