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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 | $50,984 | $131,835-61.3% | $108,582-53.0% | $273,972-81.4% |
| Participation rate | 40.0% | 83.5%-43.5pp | 79.6%-39.6pp | 83.0%-43.0pp |
| Annual return | -10.00% | -91.57%+81.6pp | -51.70%+41.7pp | 41.46%-51.5pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,160 | $5,127+39.6% | $4,311+66.1% | $5,287+35.4% |
| Admin fee / account holder | $878 | $10,253-91.4% | $7,645-88.5% | $10,133-91.3% |