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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 | $80,789 | $167,362-51.7% | $143,799-43.8% | $134,532-39.9% |
| Participation rate | 56.5% | 84.8%-28.3pp | 80.3%-23.8pp | 81.2%-24.7pp |
| Annual return | -20.40% | 0.47%-20.9pp | -0.04%-20.4pp | 418.27%-438.7pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,497 | $6,447-61.3% | $5,638-55.7% | $6,401-61.0% |
| Admin fee / account holder | $10,347 | $18,094-42.8% | $14,677-29.5% | $11,429-9.5% |