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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 | $38,276 | $64,311-40.5% | $57,356-33.3% | $125,389-69.5% |
| Participation rate | 66.7% | 78.6%-12.0pp | 75.1%-8.4pp | 83.2%-16.5pp |
| Annual return | -5.98% | 25.14%-31.1pp | 24.41%-30.4pp | 282.24%-288.2pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,903 | $3,846+27.5% | $3,162+55.1% | $5,352-8.4% |
| Admin fee / account holder | $1,095 | $5,243-79.1% | $3,357-67.4% | $9,541-88.5% |